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 | $212,857 | $78,672+170.6% | $109,143+95.0% | $85,850+147.9% |
| Participation rate | 87.5% | 68.3%+19.2pp | 75.9%+11.6pp | 69.3%+18.2pp |
| Annual return | 375.91% | 25.09%+350.8pp | 25.75%+350.2pp | 318.53%+57.4pp |
| Employer contribution / active EE | $22,656 | $2,735+728.5% | $3,722+508.7% | $2,565+783.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,768 | $5,469-12.8% | $6,752-29.4% | $6,260-23.8% |