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 | $90,179 | $76,738+17.5% | $56,411+59.9% | $145,922-38.2% |
| Participation rate | 94.1% | 63.2%+30.9pp | 52.5%+41.7pp | 80.3%+13.8pp |
| Annual return | 9.83% | 2994.23%-2984.4pp | 1701.33%-1691.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,612 | $1,380+89.3% | $1,039+151.5% | $4,660-43.9% |
| Participant deferral / active EE | $6,834 | $2,623+160.6% | $1,952+250.1% | $6,688+2.2% |
| Admin fee / account holder | $1,594 | $3,334-52.2% | $2,829-43.6% | $13,397-88.1% |