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 | $78,848 | $60,124+31.1% | $90,404-12.8% | $79,858-1.3% |
| Participation rate | 85.7% | 65.0%+20.7pp | 72.7%+13.0pp | 69.6%+16.1pp |
| Annual return | 4515.20% | 71.94%+4443.3pp | 1293.02%+3222.2pp | 31.71%+4483.5pp |
| Employer contribution / active EE | $2,336 | $2,068+13.0% | $3,262-28.4% | $2,471-5.5% |
| Participant deferral / active EE | $5,366 | $2,938+82.6% | $3,963+35.4% | $3,740+43.5% |
| Admin fee / account holder | $402 | $3,976-89.9% | $5,611-92.8% | $5,306-92.4% |