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 | $68,790 | $88,751-22.5% | $81,812-15.9% | $145,922-52.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 12.25% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $5,582 | $3,083+81.0% | $2,912+91.7% | $4,660+19.8% |
| Participant deferral / active EE | $5,644 | $4,643+21.5% | $4,319+30.7% | $6,688-15.6% |
| Admin fee / account holder | $33,555 | $8,415+298.7% | $7,386+354.3% | $13,397+150.5% |