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 | $86,938 | $99,020-12.2% | $86,590+0.4% | $147,584-41.1% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 18.79% | 1312.34%-1293.5pp | 964.84%-946.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $5,146 | $3,132+64.3% | $2,839+81.2% | $4,876+5.5% |
| Participant deferral / active EE | $6,185 | $3,972+55.7% | $3,609+71.4% | $5,439+13.7% |
| Admin fee / account holder | $396 | $5,710-93.1% | $4,906-91.9% | $10,885-96.4% |