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 | $92,790 | $96,305-3.7% | $80,569+15.2% | $139,434-33.5% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 13.01% | 1350.08%-1337.1pp | 935.43%-922.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $17,244 | $3,262+428.6% | $2,723+533.1% | $4,751+263.0% |
| Participant deferral / active EE | $10,261 | $5,232+96.1% | $4,447+130.7% | $6,710+52.9% |
| Admin fee / account holder | $3,476 | $6,599-47.3% | $5,377-35.4% | $11,403-69.5% |