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 | $184,514 | $88,751+107.9% | $81,812+125.5% | $145,922+26.4% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 9.98% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $20,276 | $3,083+557.6% | $2,912+596.2% | $4,660+335.1% |
| Participant deferral / active EE | $21,787 | $4,643+369.2% | $4,319+404.5% | $6,688+225.8% |
| Admin fee / account holder | $13,254 | $8,415+57.5% | $7,386+79.4% | $13,397-1.1% |