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 | $147,711 | $81,625+81.0% | $58,482+152.6% | $139,434+5.9% |
| Participation rate | 88.9% | 61.3%+27.6pp | 50.9%+38.0pp | 80.3%+8.6pp |
| Annual return | 19.23% | 7404.20%-7385.0pp | 4239.32%-4220.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,422 | $1,398+73.2% | $1,053+129.9% | $4,751-49.0% |
| Participant deferral / active EE | $7,804 | $2,557+205.2% | $1,924+305.6% | $6,710+16.3% |
| Admin fee / account holder | $1,547 | $3,265-52.6% | $2,516-38.5% | $11,403-86.4% |