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 | $51,905 | $100,852-48.5% | $90,404-42.6% | $158,922-67.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 40.35% | 1724.20%-1683.9pp | 1293.02%-1252.7pp | 302.83%-262.5pp |
| Employer contribution / active EE | $1,612 | $3,689-56.3% | $3,262-50.6% | $4,761-66.1% |
| Participant deferral / active EE | $9,764 | $4,348+124.6% | $3,963+146.3% | $5,982+63.2% |
| Admin fee / account holder | $1,350 | $6,501-79.2% | $5,611-75.9% | $11,246-88.0% |