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 | $79,658 | $49,922+59.6% | $80,569-1.1% | $75,163+6.0% |
| Participation rate | 90.6% | 55.3%+35.3pp | 67.0%+23.6pp | 67.2%+23.4pp |
| Annual return | 20.47% | 34.69%-14.2pp | 935.43%-915.0pp | 160.62%-140.1pp |
| Employer contribution / active EE | $4,743 | $1,698+179.3% | $2,723+74.1% | $2,670+77.6% |
| Participant deferral / active EE | $7,549 | $2,990+152.4% | $4,447+69.7% | $4,125+83.0% |
| Admin fee / account holder | $691 | $3,577-80.7% | $5,377-87.2% | $5,651-87.8% |