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 | $81,677 | $70,756+15.4% | $65,493+24.7% | $142,382-42.6% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 14.92% | 1754.89%-1740.0pp | 982.45%-967.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,471 | $2,881-48.9% | $2,574-42.9% | $4,299-65.8% |
| Participant deferral / active EE | $9,849 | $4,637+112.4% | $3,961+148.6% | $6,507+51.4% |
| Admin fee / account holder | $1,664 | $6,559-74.6% | $5,028-66.9% | $12,624-86.8% |