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 | $85,165 | $48,230+76.6% | $67,502+26.2% | $80,856+5.3% |
| Participation rate | 85.7% | 66.4%+19.3pp | 72.9%+12.8pp | 67.6%+18.1pp |
| Annual return | 57.29% | 18.28%+39.0pp | 3512.12%-3454.8pp | 35.59%+21.7pp |
| Employer contribution / active EE | $5,795 | $2,020+186.9% | $2,731+112.2% | $2,755+110.4% |
| Participant deferral / active EE | $8,804 | $2,924+201.1% | $4,000+120.1% | $4,296+105.0% |
| Admin fee / account holder | $2,744 | $3,681-25.5% | $3,998-31.4% | $6,918-60.3% |