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 | $99,736 | $90,600+10.1% | $79,464+25.5% | $135,375-26.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | 5.52% | 977.43%-971.9pp | 718.14%-712.6pp | 519.73%-514.2pp |
| Employer contribution / active EE | $3,666 | $3,068+19.5% | $2,800+30.9% | $4,779-23.3% |
| Participant deferral / active EE | $7,129 | $4,050+76.0% | $3,704+92.5% | $5,609+27.1% |
| Admin fee / account holder | $1,065 | $5,907-82.0% | $5,113-79.2% | $10,827-90.2% |