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 | $125,317 | $70,756+77.1% | $65,493+91.3% | $142,382-12.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.94% | 1754.89%-1736.9pp | 982.45%-964.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,695 | $2,881+63.0% | $2,574+82.4% | $4,299+9.2% |
| Participant deferral / active EE | $2,796 | $4,637-39.7% | $3,961-29.4% | $6,507-57.0% |
| Admin fee / account holder | $4,038 | $6,559-38.4% | $5,028-19.7% | $12,624-68.0% |