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 9-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 | $195,387 | $98,750+97.9% | $149,696+30.5% | $79,858+144.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 25.02% | 27.43%-2.4pp | 276.60%-251.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $22,024 | $3,216+584.7% | $4,644+374.2% | $2,471+791.4% |
| Participant deferral / active EE | $5,091 | $5,680-10.4% | $6,842-25.6% | $3,740+36.1% |
| Admin fee / account holder | $870 | $6,053-85.6% | $9,309-90.7% | $5,306-83.6% |