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 | $142,104 | $88,751+60.1% | $81,812+73.7% | $145,922-2.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 18.18% | 1025.40%-1007.2pp | 773.79%-755.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $5,054 | $3,083+63.9% | $2,912+73.5% | $4,660+8.5% |
| Participant deferral / active EE | $8,989 | $4,643+93.6% | $4,319+108.1% | $6,688+34.4% |
| Admin fee / account holder | $4,264 | $8,415-49.3% | $7,386-42.3% | $13,397-68.2% |