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 6-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 | $238,421 | $78,672+203.1% | $109,143+118.4% | $85,850+177.7% |
| Participation rate | 97.2% | 68.3%+28.9pp | 75.9%+21.3pp | 69.3%+27.9pp |
| Annual return | 163.10% | 25.09%+138.0pp | 25.75%+137.3pp | 318.53%-155.4pp |
| Employer contribution / active EE | $4,804 | $2,735+75.7% | $3,722+29.1% | $2,565+87.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $999 | $5,469-81.7% | $6,752-85.2% | $6,260-84.0% |