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 | $65,888 | $60,124+9.6% | $90,404-27.1% | $79,858-17.5% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 15.57% | 71.94%-56.4pp | 1293.02%-1277.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $6,604 | $2,068+219.4% | $3,262+102.4% | $2,471+167.3% |
| Participant deferral / active EE | $5,880 | $2,938+100.1% | $3,963+48.4% | $3,740+57.2% |
| Admin fee / account holder | $464 | $3,976-88.3% | $5,611-91.7% | $5,306-91.3% |