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 | $95,161 | $70,756+34.5% | $65,493+45.3% | $142,382-33.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 156.93% | 1754.89%-1598.0pp | 982.45%-825.5pp | 217.08%-60.1pp |
| Employer contribution / active EE | $4,815 | $2,881+67.1% | $2,574+87.0% | $4,299+12.0% |
| Participant deferral / active EE | $17,714 | $4,637+282.0% | $3,961+347.2% | $6,507+172.2% |
| Admin fee / account holder | $1,859 | $6,559-71.7% | $5,028-63.0% | $12,624-85.3% |