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 | $131,008 | $88,751+47.6% | $81,812+60.1% | $145,922-10.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 20.74% | 1025.40%-1004.7pp | 773.79%-753.1pp | 561.29%-540.5pp |
| Employer contribution / active EE | $4,338 | $3,083+40.7% | $2,912+49.0% | $4,660-6.9% |
| Participant deferral / active EE | $13,897 | $4,643+199.3% | $4,319+221.8% | $6,688+107.8% |
| Admin fee / account holder | $2,505 | $8,415-70.2% | $7,386-66.1% | $13,397-81.3% |