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 | $34,930 | $88,751-60.6% | $81,812-57.3% | $145,922-76.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 37.13% | 1025.40%-988.3pp | 773.79%-736.7pp | 561.29%-524.2pp |
| Employer contribution / active EE | $7,885 | $3,083+155.7% | $2,912+170.7% | $4,660+69.2% |
| Participant deferral / active EE | $5,677 | $4,643+22.3% | $4,319+31.5% | $6,688-15.1% |
| Admin fee / account holder | $12,123 | $8,415+44.1% | $7,386+64.1% | $13,397-9.5% |