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 | $124,514 | $70,756+76.0% | $65,493+90.1% | $142,382-12.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 16.45% | 1754.89%-1738.4pp | 982.45%-966.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,661 | $2,881+96.5% | $2,574+119.9% | $4,299+31.7% |
| Participant deferral / active EE | $13,116 | $4,637+182.8% | $3,961+231.1% | $6,507+101.6% |
| Admin fee / account holder | $563 | $6,559-91.4% | $5,028-88.8% | $12,624-95.5% |