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 | $95,477 | $88,751+7.6% | $81,812+16.7% | $145,922-34.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.72% | 1025.40%-1011.7pp | 773.79%-760.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,027 | $3,083-34.3% | $2,912-30.4% | $4,660-56.5% |
| Participant deferral / active EE | $10,378 | $4,643+123.5% | $4,319+140.3% | $6,688+55.2% |
| Admin fee / account holder | $871 | $8,415-89.6% | $7,386-88.2% | $13,397-93.5% |