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 3-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 | $228,350 | $70,756+222.7% | $65,493+248.7% | $142,382+60.4% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 22.62% | 1754.89%-1732.3pp | 982.45%-959.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $10,765 | $2,881+273.7% | $2,574+318.2% | $4,299+150.4% |
| Participant deferral / active EE | $7,640 | $4,637+64.8% | $3,961+92.9% | $6,507+17.4% |
| Admin fee / account holder | $1,718 | $6,559-73.8% | $5,028-65.8% | $12,624-86.4% |