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 5-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 | $159,496 | $70,606+125.9% | $53,898+195.9% | $142,382+12.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 9.71% | 619.81%-610.1pp | 528.60%-518.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $10,604 | $1,202+782.1% | $932+1037.7% | $4,299+146.7% |
| Participant deferral / active EE | $11,750 | $2,364+397.0% | $1,826+543.4% | $6,507+80.6% |
| Admin fee / account holder | $2,103 | $2,852-26.3% | $2,491-15.6% | $12,624-83.3% |