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 | $80,353 | $49,922+61.0% | $80,569-0.3% | $75,163+6.9% |
| Participation rate | 84.6% | 55.3%+29.3pp | 67.0%+17.6pp | 67.2%+17.4pp |
| Annual return | 15.34% | 34.69%-19.3pp | 935.43%-920.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,282 | $1,698+93.2% | $2,723+20.5% | $2,670+22.9% |
| Participant deferral / active EE | $9,574 | $2,990+220.2% | $4,447+115.3% | $4,125+132.1% |
| Admin fee / account holder | $846 | $3,577-76.3% | $5,377-84.3% | $5,651-85.0% |