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 | $62,296 | $49,922+24.8% | $80,569-22.7% | $75,163-17.1% |
| Participation rate | 89.2% | 55.3%+33.9pp | 67.0%+22.2pp | 67.2%+22.0pp |
| Annual return | 25.85% | 34.69%-8.8pp | 935.43%-909.6pp | 160.62%-134.8pp |
| Employer contribution / active EE | $7,177 | $1,698+322.6% | $2,723+163.5% | $2,670+168.8% |
| Participant deferral / active EE | $5,587 | $2,990+86.8% | $4,447+25.6% | $4,125+35.4% |
| Admin fee / account holder | $5,883 | $3,577+64.5% | $5,377+9.4% | $5,651+4.1% |