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 | $74,992 | $156,846-52.2% | $121,098-38.1% | $139,434-46.2% |
| Participation rate | 93.3% | 76.4%+16.9pp | 69.5%+23.8pp | 80.3%+13.0pp |
| Annual return | 18.93% | 1474.56%-1455.6pp | 985.75%-966.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $11,519 | $5,536+108.1% | $4,164+176.7% | $4,751+142.5% |
| Participant deferral / active EE | $14,178 | $4,844+192.7% | $4,080+247.5% | $6,710+111.3% |
| Admin fee / account holder | $3,692 | $6,946-46.8% | $5,644-34.6% | $11,403-67.6% |