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 | $96,580 | $89,355+8.1% | $141,162-31.6% | $72,985+32.3% |
| Participation rate | 75.6% | 75.1%+0.5pp | 82.5%-6.9pp | 69.5%+6.1pp |
| Annual return | 555.72% | 111.85%+443.9pp | 71.39%+484.3pp | 81.00%+474.7pp |
| Employer contribution / active EE | $20,151 | $3,114+547.0% | $4,735+325.6% | $2,440+725.9% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $11,447 | $5,958+92.1% | $10,261+11.6% | $5,124+123.4% |