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 | $92,531 | $65,561+41.1% | $86,188+7.4% | $75,163+23.1% |
| Participation rate | 75.0% | 60.5%+14.5pp | 69.0%+6.0pp | 67.2%+7.8pp |
| Annual return | 75.70% | 46.05%+29.6pp | 1168.45%-1092.7pp | 160.62%-84.9pp |
| Employer contribution / active EE | $2,480 | $1,553+59.8% | $2,380+4.2% | $2,670-7.1% |
| Participant deferral / active EE | $2,326 | $3,024-23.1% | $3,985-41.6% | $4,125-43.6% |
| Admin fee / account holder | $4,659 | $5,474-14.9% | $6,852-32.0% | $5,651-17.6% |