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 | $81,497 | $70,756+15.2% | $65,493+24.4% | $142,382-42.8% |
| Participation rate | 84.2% | 77.4%+6.8pp | 73.1%+11.1pp | 80.1%+4.1pp |
| Annual return | 14.25% | 1754.89%-1740.6pp | 982.45%-968.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,601 | $2,881+94.4% | $2,574+117.6% | $4,299+30.3% |
| Participant deferral / active EE | $2,775 | $4,637-40.2% | $3,961-29.9% | $6,507-57.4% |
| Admin fee / account holder | $9,990 | $6,559+52.3% | $5,028+98.7% | $12,624-20.9% |