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 | $140,155 | $88,751+57.9% | $81,812+71.3% | $145,922-4.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 15.39% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,934 | $3,083+27.6% | $2,912+35.1% | $4,660-15.6% |
| Participant deferral / active EE | $8,027 | $4,643+72.9% | $4,319+85.9% | $6,688+20.0% |
| Admin fee / account holder | $3,986 | $8,415-52.6% | $7,386-46.0% | $13,397-70.2% |