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 | $61,584 | $49,173+25.2% | $121,098-49.1% | $75,163-18.1% |
| Participation rate | 71.0% | 55.4%+15.6pp | 69.5%+1.5pp | 67.2%+3.8pp |
| Annual return | 31.81% | 55.99%-24.2pp | 985.75%-953.9pp | 160.62%-128.8pp |
| Employer contribution / active EE | $4,266 | $1,546+176.0% | $4,164+2.5% | $2,670+59.8% |
| Participant deferral / active EE | $9,803 | $2,628+273.1% | $4,080+140.3% | $4,125+137.6% |
| Admin fee / account holder | $2,099 | $3,942-46.7% | $5,644-62.8% | $5,651-62.8% |