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 | $66,717 | $49,173+35.7% | $121,098-44.9% | $75,163-11.2% |
| Participation rate | 98.6% | 55.4%+43.2pp | 69.5%+29.1pp | 67.2%+31.4pp |
| Annual return | 20.84% | 55.99%-35.1pp | 985.75%-964.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $8,454 | $1,546+447.0% | $4,164+103.0% | $2,670+216.7% |
| Participant deferral / active EE | $8,368 | $2,628+218.5% | $4,080+105.1% | $4,125+102.8% |
| Admin fee / account holder | $6,830 | $3,942+73.3% | $5,644+21.0% | $5,651+20.9% |