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 | $79,536 | $65,409+21.6% | $98,442-19.2% | $85,850-7.4% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.6pp | 69.3%+19.6pp |
| Annual return | 28.62% | 21.76%+6.9pp | 1492.73%-1464.1pp | 318.53%-289.9pp |
| Employer contribution / active EE | $3,305 | $2,168+52.5% | $2,960+11.7% | $2,565+28.9% |
| Participant deferral / active EE | $4,918 | $3,166+55.3% | $4,276+15.0% | $3,952+24.5% |
| Admin fee / account holder | $3,678 | $4,593-19.9% | $5,949-38.2% | $6,260-41.2% |