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 | $128,115 | $81,625+57.0% | $58,482+119.1% | $139,434-8.1% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 15.32% | 7404.20%-7388.9pp | 4239.32%-4224.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,833 | $1,398+31.1% | $1,053+74.0% | $4,751-61.4% |
| Participant deferral / active EE | $8,898 | $2,557+248.1% | $1,924+362.5% | $6,710+32.6% |
| Admin fee / account holder | $4,237 | $3,265+29.7% | $2,516+68.4% | $11,403-62.8% |