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 | $71,692 | $57,281+25.2% | $86,612-17.2% | $75,163-4.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.09% | 2670.75%-2656.7pp | 591.07%-577.0pp | 160.62%-146.5pp |
| Employer contribution / active EE | $4,788 | $2,314+106.9% | $3,022+58.4% | $2,670+79.3% |
| Participant deferral / active EE | $9,748 | $3,318+193.8% | $4,438+119.7% | $4,125+136.3% |
| Admin fee / account holder | $472 | $4,112-88.5% | $5,614-91.6% | $5,651-91.7% |