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 | $87,914 | $88,751-0.9% | $81,812+7.5% | $145,922-39.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 10.17% | 1025.40%-1015.2pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,550 | $3,083-17.3% | $2,912-12.4% | $4,660-45.3% |
| Participant deferral / active EE | $8,463 | $4,643+82.3% | $4,319+96.0% | $6,688+26.5% |
| Admin fee / account holder | $46,912 | $8,415+457.5% | $7,386+535.2% | $13,397+250.2% |