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 | $109,940 | $88,751+23.9% | $81,812+34.4% | $145,922-24.7% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.3%+11.9pp | 80.3%+3.9pp |
| Annual return | 12.61% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $5,014 | $3,083+62.6% | $2,912+72.2% | $4,660+7.6% |
| Participant deferral / active EE | $6,195 | $4,643+33.4% | $4,319+43.5% | $6,688-7.4% |
| Admin fee / account holder | $5,500 | $8,415-34.6% | $7,386-25.5% | $13,397-58.9% |