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 | $191,636 | $88,751+115.9% | $81,812+134.2% | $145,922+31.3% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.3%+23.1pp | 80.3%+15.2pp |
| Annual return | 16.05% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $7,026 | $3,083+127.9% | $2,912+141.3% | $4,660+50.8% |
| Participant deferral / active EE | $12,498 | $4,643+169.2% | $4,319+189.4% | $6,688+86.9% |
| Admin fee / account holder | $8,387 | $8,415-0.3% | $7,386+13.6% | $13,397-37.4% |