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 | $139,877 | $88,751+57.6% | $81,812+71.0% | $145,922-4.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 15.13% | 1025.40%-1010.3pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,313 | $3,083-25.0% | $2,912-20.6% | $4,660-50.4% |
| Participant deferral / active EE | $3,886 | $4,643-16.3% | $4,319-10.0% | $6,688-41.9% |
| Admin fee / account holder | $1,085 | $8,415-87.1% | $7,386-85.3% | $13,397-91.9% |