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 | $178,936 | $88,751+101.6% | $81,812+118.7% | $145,922+22.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 10.06% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,452 | $3,083-20.5% | $2,912-15.8% | $4,660-47.4% |
| Participant deferral / active EE | $11,408 | $4,643+145.7% | $4,319+164.2% | $6,688+70.6% |
| Admin fee / account holder | $551 | $8,415-93.4% | $7,386-92.5% | $13,397-95.9% |