See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,004 | $102,604+116.4% | $86,188+157.6% | $139,434+59.2% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 18.56% | 1922.51%-1903.9pp | 1168.45%-1149.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $13,028 | $3,032+329.6% | $2,380+447.4% | $4,751+174.2% |
| Participant deferral / active EE | $7,772 | $4,676+66.2% | $3,985+95.0% | $6,710+15.8% |
| Admin fee / account holder | $7,182 | $8,657-17.0% | $6,852+4.8% | $11,403-37.0% |