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 | $227,241 | $101,724+123.4% | $164,813+37.9% | $80,856+181.0% |
| Participation rate | 98.6% | 71.8%+26.7pp | 78.6%+19.9pp | 67.6%+30.9pp |
| Annual return | 207.48% | 16.72%+190.8pp | 69.93%+137.5pp | 35.59%+171.9pp |
| Employer contribution / active EE | $4,994 | $2,953+69.1% | $4,341+15.1% | $2,755+81.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,423 | $8,227-70.6% | $12,690-80.9% | $6,918-65.0% |