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 4-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 | $134,964 | $96,305+40.1% | $80,569+67.5% | $139,434-3.2% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 14.99% | 1350.08%-1335.1pp | 935.43%-920.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,763 | $3,262+15.3% | $2,723+38.2% | $4,751-20.8% |
| Participant deferral / active EE | $10,112 | $5,232+93.3% | $4,447+127.4% | $6,710+50.7% |
| Admin fee / account holder | $6,520 | $6,599-1.2% | $5,377+21.2% | $11,403-42.8% |