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 | $112,962 | $81,625+38.4% | $58,482+93.2% | $139,434-19.0% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 12.93% | 7404.20%-7391.3pp | 4239.32%-4226.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,100 | $2,557-57.0% | $1,924-42.8% | $6,710-83.6% |
| Admin fee / account holder | $1,470 | $3,265-55.0% | $2,516-41.6% | $11,403-87.1% |