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 8-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 | $91,128 | $70,756+28.8% | $65,493+39.1% | $142,382-36.0% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 19.49% | 1754.89%-1735.4pp | 982.45%-963.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $11,429 | $2,881+296.7% | $2,574+344.0% | $4,299+165.8% |
| Participant deferral / active EE | $7,786 | $4,637+67.9% | $3,961+96.6% | $6,507+19.6% |
| Admin fee / account holder | $596 | $6,559-90.9% | $5,028-88.1% | $12,624-95.3% |