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 7-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 | $96,101 | $76,738+25.2% | $56,411+70.4% | $145,922-34.1% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 18.03% | 2994.23%-2976.2pp | 1701.33%-1683.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $8,854 | $1,380+541.7% | $1,039+752.5% | $4,660+90.0% |
| Participant deferral / active EE | $9,530 | $2,623+263.4% | $1,952+388.3% | $6,688+42.5% |
| Admin fee / account holder | $6,046 | $3,334+81.4% | $2,829+113.7% | $13,397-54.9% |