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 | $132,523 | $99,020+33.8% | $86,590+53.0% | $147,584-10.2% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 13.68% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,047 | $3,132-2.7% | $2,839+7.3% | $4,876-37.5% |
| Participant deferral / active EE | $4,040 | $3,972+1.7% | $3,609+11.9% | $5,439-25.7% |
| Admin fee / account holder | $315 | $5,710-94.5% | $4,906-93.6% | $10,885-97.1% |