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 | $90,554 | $76,738+18.0% | $56,411+60.5% | $145,922-37.9% |
| Participation rate | 84.2% | 63.2%+21.0pp | 52.5%+31.7pp | 80.3%+3.9pp |
| Annual return | 18.90% | 2994.23%-2975.3pp | 1701.33%-1682.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,550 | $1,380+12.3% | $1,039+49.2% | $4,660-66.7% |
| Participant deferral / active EE | $5,370 | $2,623+104.8% | $1,952+175.1% | $6,688-19.7% |
| Admin fee / account holder | $1,063 | $3,334-68.1% | $2,829-62.4% | $13,397-92.1% |