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 | $5,116 | $76,738-93.3% | $56,411-90.9% | $145,922-96.5% |
| Participation rate | 81.0% | 63.2%+17.7pp | 52.5%+28.5pp | 80.3%+0.7pp |
| Annual return | 34.70% | 2994.23%-2959.5pp | 1701.33%-1666.6pp | 561.29%-526.6pp |
| Employer contribution / active EE | $2,234 | $1,380+61.9% | $1,039+115.1% | $4,660-52.0% |
| Participant deferral / active EE | $4,487 | $2,623+71.1% | $1,952+129.9% | $6,688-32.9% |
| Admin fee / account holder | $9,281 | $3,334+178.4% | $2,829+228.1% | $13,397-30.7% |