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 | $88,545 | $58,208+52.1% | $81,812+8.2% | $80,856+9.5% |
| Participation rate | 87.1% | 63.4%+23.7pp | 72.3%+14.8pp | 67.6%+19.5pp |
| Annual return | 266.57% | 41.66%+224.9pp | 773.79%-507.2pp | 35.59%+231.0pp |
| Employer contribution / active EE | $9,373 | $2,340+300.5% | $2,912+221.8% | $2,755+240.2% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,468 | $4,981+49.9% | $7,386+1.1% | $6,918+7.9% |