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 | $97,829 | $99,020-1.2% | $86,590+13.0% | $147,584-33.7% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 12.82% | 1312.34%-1299.5pp | 964.84%-952.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $6,436 | $3,132+105.5% | $2,839+126.7% | $4,876+32.0% |
| Participant deferral / active EE | $4,785 | $3,972+20.5% | $3,609+32.6% | $5,439-12.0% |
| Admin fee / account holder | $938 | $5,710-83.6% | $4,906-80.9% | $10,885-91.4% |