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 | $54,703 | $202,318-73.0% | $172,739-68.3% | $152,861-64.2% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 30.28% | 1029.65%-999.4pp | 802.84%-772.6pp | 345.32%-315.0pp |
| Employer contribution / active EE | $7,690 | $5,856+31.3% | $5,143+49.5% | $4,762+61.5% |
| Participant deferral / active EE | $7,144 | $5,948+20.1% | $5,198+37.4% | $5,850+22.1% |
| Admin fee / account holder | $323 | $17,109-98.1% | $13,954-97.7% | $11,596-97.2% |