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 | $148,261 | $88,751+67.1% | $81,812+81.2% | $145,922+1.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 13.87% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,891 | $3,083-38.7% | $2,912-35.1% | $4,660-59.4% |
| Participant deferral / active EE | $11,823 | $4,643+154.6% | $4,319+173.8% | $6,688+76.8% |
| Admin fee / account holder | $830 | $8,415-90.1% | $7,386-88.8% | $13,397-93.8% |