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 | $137,815 | $88,751+55.3% | $81,812+68.5% | $145,922-5.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 13.15% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $7,275 | $3,083+136.0% | $2,912+149.8% | $4,660+56.1% |
| Participant deferral / active EE | $4,850 | $4,643+4.5% | $4,319+12.3% | $6,688-27.5% |
| Admin fee / account holder | $1,552 | $8,415-81.6% | $7,386-79.0% | $13,397-88.4% |