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 | $48,652 | $88,751-45.2% | $81,812-40.5% | $145,922-66.7% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.3%+22.9pp | 80.3%+15.0pp |
| Annual return | 18.67% | 1025.40%-1006.7pp | 773.79%-755.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $6,134 | $3,083+99.0% | $2,912+110.6% | $4,660+31.7% |
| Participant deferral / active EE | $15,461 | $4,643+233.0% | $4,319+258.0% | $6,688+131.2% |
| Admin fee / account holder | $14,456 | $8,415+71.8% | $7,386+95.7% | $13,397+7.9% |