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 | $89,048 | $88,751+0.3% | $81,812+8.8% | $145,922-39.0% |
| Participation rate | 78.3% | 75.0%+3.2pp | 72.3%+5.9pp | 80.3%-2.0pp |
| Annual return | 13.21% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,349 | $4,643+101.3% | $4,319+116.5% | $6,688+39.8% |
| Admin fee / account holder | $10,479 | $8,415+24.5% | $7,386+41.9% | $13,397-21.8% |