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 | $103,184 | $88,751+16.3% | $81,812+26.1% | $145,922-29.3% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.3%+22.1pp | 80.3%+14.2pp |
| Annual return | 21.81% | 1025.40%-1003.6pp | 773.79%-752.0pp | 561.29%-539.5pp |
| Employer contribution / active EE | $5,935 | $3,083+92.5% | $2,912+103.8% | $4,660+27.4% |
| Participant deferral / active EE | $10,860 | $4,643+133.9% | $4,319+151.5% | $6,688+62.4% |
| Admin fee / account holder | $7,239 | $8,415-14.0% | $7,386-2.0% | $13,397-46.0% |