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 | $242,352 | $176,662+37.2% | $130,648+85.5% | $152,861+58.5% |
| Participation rate | 90.9% | 79.0%+11.9pp | 71.7%+19.2pp | 82.4%+8.5pp |
| Annual return | 31.92% | 2692.24%-2660.3pp | 1708.96%-1677.0pp | 345.32%-313.4pp |
| Employer contribution / active EE | $1,577 | $5,742-72.5% | $4,092-61.5% | $4,762-66.9% |
| Participant deferral / active EE | $5,016 | $4,361+15.0% | $3,603+39.2% | $5,850-14.3% |
| Admin fee / account holder | $500 | $7,133-93.0% | $5,464-90.8% | $11,596-95.7% |