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 | $53,881 | $30,400+77.2% | $53,8980% | $84,808-36.5% |
| Participation rate | 96.3% | 46.4%+49.9pp | 55.0%+41.3pp | 68.3%+28.0pp |
| Annual return | 14.89% | 500.19%-485.3pp | 528.60%-513.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,288 | $603+611.4% | $932+360.0% | $2,631+63.0% |
| Participant deferral / active EE | $2,041 | $1,199+70.3% | $1,826+11.7% | $4,212-51.5% |
| Admin fee / account holder | $826 | $1,993-58.6% | $2,491-66.8% | $7,344-88.8% |