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 | $76,138 | $70,606+7.8% | $53,898+41.3% | $142,382-46.5% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 16.60% | 619.81%-603.2pp | 528.60%-512.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,673 | $1,202+205.6% | $932+294.1% | $4,299-14.6% |
| Participant deferral / active EE | $8,357 | $2,364+253.5% | $1,826+357.6% | $6,507+28.4% |
| Admin fee / account holder | $6,639 | $2,852+132.8% | $2,491+166.5% | $12,624-47.4% |