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 | $73,094 | $88,751-17.6% | $81,812-10.7% | $145,922-49.9% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.3%+20.5pp | 80.3%+12.6pp |
| Annual return | 25.85% | 1025.40%-999.5pp | 773.79%-747.9pp | 561.29%-535.4pp |
| Employer contribution / active EE | $3,817 | $3,083+23.8% | $2,912+31.1% | $4,660-18.1% |
| Participant deferral / active EE | $5,759 | $4,643+24.0% | $4,319+33.3% | $6,688-13.9% |
| Admin fee / account holder | $4,528 | $8,415-46.2% | $7,386-38.7% | $13,397-66.2% |