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 | $126,802 | $70,756+79.2% | $65,493+93.6% | $142,382-10.9% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 14.95% | 1754.89%-1739.9pp | 982.45%-967.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,634 | $2,881-8.6% | $2,574+2.3% | $4,299-38.7% |
| Participant deferral / active EE | $6,465 | $4,637+39.4% | $3,961+63.2% | $6,507-0.6% |
| Admin fee / account holder | $1,052 | $6,559-84.0% | $5,028-79.1% | $12,624-91.7% |