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 | $70,269 | $126,574-44.5% | $106,213-33.8% | $145,922-51.8% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 10.67% | 224.79%-214.1pp | 116.14%-105.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $4,010 | $3,730+7.5% | $3,171+26.5% | $4,660-13.9% |
| Participant deferral / active EE | $7,536 | $5,724+31.7% | $5,016+50.2% | $6,688+12.7% |
| Admin fee / account holder | $39,228 | $17,304+126.7% | $11,033+255.5% | $13,397+192.8% |