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 6-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 | $148,614 | $100,852+47.4% | $90,404+64.4% | $158,922-6.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 15.86% | 1724.20%-1708.3pp | 1293.02%-1277.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,945 | $3,689-20.1% | $3,262-9.7% | $4,761-38.1% |
| Participant deferral / active EE | $6,199 | $4,348+42.6% | $3,963+56.4% | $5,982+3.6% |
| Admin fee / account holder | $5,766 | $6,501-11.3% | $5,611+2.8% | $11,246-48.7% |