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 | $104,293 | $88,751+17.5% | $81,812+27.5% | $145,922-28.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 10.69% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,177 | $3,083+3.0% | $2,912+9.1% | $4,660-31.8% |
| Participant deferral / active EE | $4,712 | $4,643+1.5% | $4,319+9.1% | $6,688-29.5% |
| Admin fee / account holder | $31,966 | $8,415+279.9% | $7,386+332.8% | $13,397+138.6% |