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 | $124,954 | $70,756+76.6% | $65,493+90.8% | $142,382-12.2% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 19.15% | 1754.89%-1735.7pp | 982.45%-963.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,584 | $2,881+24.4% | $2,574+39.2% | $4,299-16.6% |
| Participant deferral / active EE | $10,931 | $4,637+135.7% | $3,961+176.0% | $6,507+68.0% |
| Admin fee / account holder | $1,177 | $6,559-82.0% | $5,028-76.6% | $12,624-90.7% |