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 | $113,193 | $88,751+27.5% | $81,812+38.4% | $145,922-22.4% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 13.62% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,490 | $3,083-51.7% | $2,912-48.8% | $4,660-68.0% |
| Participant deferral / active EE | $2,610 | $4,643-43.8% | $4,319-39.6% | $6,688-61.0% |
| Admin fee / account holder | $72,817 | $8,415+765.3% | $7,386+885.9% | $13,397+443.5% |