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 5-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 | $97,027 | $88,751+9.3% | $81,812+18.6% | $145,922-33.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.77% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,375 | $3,083-55.4% | $2,912-52.8% | $4,660-70.5% |
| Participant deferral / active EE | $26,749 | $4,643+476.1% | $4,319+519.4% | $6,688+300.0% |
| Admin fee / account holder | $22,183 | $8,415+163.6% | $7,386+200.3% | $13,397+65.6% |