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 | $70,135 | $70,756-0.9% | $65,493+7.1% | $142,382-50.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.13% | 1754.89%-1741.8pp | 982.45%-969.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $7,622 | $2,881+164.6% | $2,574+196.1% | $4,299+77.3% |
| Participant deferral / active EE | $7,975 | $4,637+72.0% | $3,961+101.3% | $6,507+22.6% |
| Admin fee / account holder | $17,481 | $6,559+166.5% | $5,028+247.7% | $12,624+38.5% |