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 9-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 | $26,733 | $49,173-45.6% | $121,098-77.9% | $75,163-64.4% |
| Participation rate | 81.1% | 55.4%+25.7pp | 69.5%+11.6pp | 67.2%+13.9pp |
| Annual return | 19.89% | 55.99%-36.1pp | 985.75%-965.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,007 | $1,546+29.9% | $4,164-51.8% | $2,670-24.8% |
| Participant deferral / active EE | $3,893 | $2,628+48.2% | $4,080-4.6% | $4,125-5.6% |
| Admin fee / account holder | $1,145 | $3,942-70.9% | $5,644-79.7% | $5,651-79.7% |