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 | $98,369 | $68,097+44.5% | $62,929+56.3% | $137,256-28.3% |
| Participation rate | 86.7% | 77.4%+9.2pp | 73.1%+13.6pp | 80.0%+6.7pp |
| Annual return | 15.56% | 1859.11%-1843.6pp | 1063.93%-1048.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $6,619 | $2,811+135.5% | $2,505+164.3% | $4,156+59.3% |
| Participant deferral / active EE | $6,365 | $4,553+39.8% | $3,888+63.7% | $6,407-0.7% |
| Admin fee / account holder | $2,279 | $6,521-65.1% | $5,065-55.0% | $12,270-81.4% |