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 | $111,053 | $88,710+25.2% | $81,783+35.8% | $145,959-23.9% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.4%+4.6pp | 80.3%-3.4pp |
| Annual return | 10.06% | 1027.26%-1017.2pp | 775.05%-765.0pp | 561.95%-551.9pp |
| Employer contribution / active EE | $11,898 | $3,083+285.9% | $2,913+308.5% | $4,661+155.3% |
| Participant deferral / active EE | $10,243 | $4,645+120.5% | $4,320+137.1% | $6,689+53.1% |
| Admin fee / account holder | $1,985 | $8,407-76.4% | $7,380-73.1% | $13,398-85.2% |