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 | $117,512 | $105,998+10.9% | $92,233+27.4% | $147,584-20.4% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 11.33% | 50.05%-38.7pp | 176.28%-164.9pp | 578.55%-567.2pp |
| Employer contribution / active EE | $8,582 | $4,333+98.1% | $3,679+133.2% | $4,876+76.0% |
| Participant deferral / active EE | $6,985 | $4,478+56.0% | $3,897+79.3% | $5,439+28.4% |
| Admin fee / account holder | $495 | $6,332-92.2% | $5,194-90.5% | $10,885-95.5% |