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 | $111,326 | $100,852+10.4% | $90,404+23.1% | $158,922-29.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 15.88% | 1724.20%-1708.3pp | 1293.02%-1277.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $10,435 | $3,689+182.9% | $3,262+219.9% | $4,761+119.2% |
| Participant deferral / active EE | $7,223 | $4,348+66.1% | $3,963+82.2% | $5,982+20.7% |
| Admin fee / account holder | $8,528 | $6,501+31.2% | $5,611+52.0% | $11,246-24.2% |