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 10-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 | $90,719 | $49,173+84.5% | $121,098-25.1% | $75,163+20.7% |
| Participation rate | 81.4% | 55.4%+26.0pp | 69.5%+11.9pp | 67.2%+14.2pp |
| Annual return | 20.66% | 55.99%-35.3pp | 985.75%-965.1pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,673 | $1,546+73.0% | $4,164-35.8% | $2,670+0.1% |
| Participant deferral / active EE | $5,498 | $2,628+109.2% | $4,080+34.8% | $4,125+33.3% |
| Admin fee / account holder | $661 | $3,942-83.2% | $5,644-88.3% | $5,651-88.3% |