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 | $135,796 | $88,751+53.0% | $81,812+66.0% | $145,922-6.9% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 14.18% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $5,255 | $3,083+70.4% | $2,912+80.5% | $4,660+12.8% |
| Participant deferral / active EE | $8,729 | $4,643+88.0% | $4,319+102.1% | $6,688+30.5% |
| Admin fee / account holder | $14,746 | $8,415+75.2% | $7,386+99.7% | $13,397+10.1% |