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 | $79,117 | $88,751-10.9% | $81,812-3.3% | $145,922-45.8% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 15.89% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $6,436 | $3,083+108.7% | $2,912+121.0% | $4,660+38.1% |
| Participant deferral / active EE | $4,749 | $4,643+2.3% | $4,319+10.0% | $6,688-29.0% |
| Admin fee / account holder | $3,447 | $8,415-59.0% | $7,386-53.3% | $13,397-74.3% |