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 8-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 | $69,048 | $49,173+40.4% | $121,098-43.0% | $75,163-8.1% |
| Participation rate | 84.6% | 55.4%+29.2pp | 69.5%+15.1pp | 67.2%+17.4pp |
| Annual return | 15.72% | 55.99%-40.3pp | 985.75%-970.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $5,774 | $1,546+273.6% | $4,164+38.7% | $2,670+116.3% |
| Participant deferral / active EE | $4,112 | $2,628+56.5% | $4,080+0.8% | $4,125-0.3% |
| Admin fee / account holder | $3,213 | $3,942-18.5% | $5,644-43.1% | $5,651-43.2% |