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 | $101,103 | $88,751+13.9% | $81,812+23.6% | $145,922-30.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 15.15% | 1025.40%-1010.2pp | 773.79%-758.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,807 | $3,083+23.5% | $2,912+30.7% | $4,660-18.3% |
| Participant deferral / active EE | $4,142 | $4,643-10.8% | $4,319-4.1% | $6,688-38.1% |
| Admin fee / account holder | $12,011 | $8,415+42.7% | $7,386+62.6% | $13,397-10.3% |