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 | $109,314 | $69,745+56.7% | $67,511+61.9% | $74,546+46.6% |
| Participation rate | 87.7% | 71.3%+16.4pp | 72.9%+14.8pp | 67.2%+20.5pp |
| Annual return | 16.03% | -40.37%+56.4pp | 3517.41%-3501.4pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $5,631 | $2,705+108.2% | $2,733+106.1% | $2,624+114.6% |
| Participant deferral / active EE | $11,873 | $3,636+226.5% | $4,000+196.8% | $4,347+173.1% |
| Admin fee / account holder | $5,725 | $894+540.3% | $3,999+43.2% | $1,944+194.6% |