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 | $137,304 | $88,751+54.7% | $81,812+67.8% | $145,922-5.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 19.08% | 1025.40%-1006.3pp | 773.79%-754.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $10,604 | $3,083+243.9% | $2,912+264.1% | $4,660+127.6% |
| Participant deferral / active EE | $4,512 | $4,643-2.8% | $4,319+4.5% | $6,688-32.5% |
| Admin fee / account holder | $38,576 | $8,415+358.4% | $7,386+422.3% | $13,397+187.9% |