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 | $113,490 | $58,927+92.6% | $76,817+47.7% | $72,985+55.5% |
| Participation rate | 80.9% | 67.3%+13.5pp | 72.1%+8.8pp | 69.5%+11.4pp |
| Annual return | 20.62% | 2305.64%-2285.0pp | 1166.11%-1145.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,918 | $2,690+194.3% | $3,336+137.4% | $3,607+119.5% |
| Admin fee / account holder | $1,158 | $4,013-71.2% | $6,420-82.0% | $5,124-77.4% |