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 9-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 | $111,780 | $83,902+33.2% | $167,512-33.3% | $84,808+31.8% |
| Participation rate | 88.2% | 66.5%+21.8pp | 77.1%+11.2pp | 68.3%+19.9pp |
| Annual return | 16.57% | 91.55%-75.0pp | 1615.79%-1599.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,136 | $2,264+38.5% | $3,882-19.2% | $2,631+19.2% |
| Participant deferral / active EE | $7,562 | $4,442+70.2% | $6,405+18.1% | $4,212+79.6% |
| Admin fee / account holder | $27,600 | $7,915+248.7% | $9,769+182.5% | $7,344+275.8% |