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 | $85,199 | $49,173+73.3% | $121,098-29.6% | $75,163+13.4% |
| Participation rate | 84.4% | 55.4%+29.0pp | 69.5%+14.9pp | 67.2%+17.2pp |
| Annual return | 19.87% | 55.99%-36.1pp | 985.75%-965.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $3,040 | $1,546+96.7% | $4,164-27.0% | $2,670+13.9% |
| Participant deferral / active EE | $5,820 | $2,628+121.5% | $4,080+42.7% | $4,125+41.1% |
| Admin fee / account holder | $2,252 | $3,942-42.9% | $5,644-60.1% | $5,651-60.1% |