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 | $171,194 | $88,751+92.9% | $81,812+109.3% | $145,922+17.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 19.27% | 1025.40%-1006.1pp | 773.79%-754.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $3,030 | $3,083-1.7% | $2,912+4.0% | $4,660-35.0% |
| Participant deferral / active EE | $4,248 | $4,643-8.5% | $4,319-1.6% | $6,688-36.5% |
| Admin fee / account holder | $39,188 | $8,415+365.7% | $7,386+430.6% | $13,397+192.5% |