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 | $91,034 | $49,173+85.1% | $121,098-24.8% | $75,163+21.1% |
| Participation rate | 72.7% | 55.4%+17.3pp | 69.5%+3.2pp | 67.2%+5.5pp |
| Annual return | 20.38% | 55.99%-35.6pp | 985.75%-965.4pp | 160.62%-140.2pp |
| Employer contribution / active EE | $5,832 | $1,546+277.4% | $4,164+40.1% | $2,670+118.5% |
| Participant deferral / active EE | $6,630 | $2,628+152.3% | $4,080+62.5% | $4,125+60.7% |
| Admin fee / account holder | $596 | $3,942-84.9% | $5,644-89.4% | $5,651-89.5% |