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 | $109,929 | $88,751+23.9% | $81,812+34.4% | $145,922-24.7% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.3%+14.0pp | 80.3%+6.1pp |
| Annual return | 16.25% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,174 | $3,083+35.4% | $2,912+43.3% | $4,660-10.4% |
| Participant deferral / active EE | $6,056 | $4,643+30.4% | $4,319+40.2% | $6,688-9.5% |
| Admin fee / account holder | $63,649 | $8,415+656.3% | $7,386+761.8% | $13,397+375.1% |