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 | $81,359 | $99,020-17.8% | $86,590-6.0% | $147,584-44.9% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 64.32% | 1312.34%-1248.0pp | 964.84%-900.5pp | 578.55%-514.2pp |
| Employer contribution / active EE | $2,380 | $3,132-24.0% | $2,839-16.2% | $4,876-51.2% |
| Participant deferral / active EE | $6,941 | $3,972+74.7% | $3,609+92.3% | $5,439+27.6% |
| Admin fee / account holder | $25,321 | $5,710+343.4% | $4,906+416.2% | $10,885+132.6% |