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 3-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 | $98,615 | $88,751+11.1% | $81,812+20.5% | $145,922-32.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 13.06% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,975 | $3,083-3.5% | $2,912+2.2% | $4,660-36.1% |
| Participant deferral / active EE | $7,852 | $4,643+69.1% | $4,319+81.8% | $6,688+17.4% |
| Admin fee / account holder | $854 | $8,415-89.9% | $7,386-88.4% | $13,397-93.6% |