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 | $73,376 | $65,561+11.9% | $86,188-14.9% | $75,163-2.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 19.24% | 46.05%-26.8pp | 1168.45%-1149.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $3,492 | $1,553+124.9% | $2,380+46.7% | $2,670+30.8% |
| Participant deferral / active EE | $6,719 | $3,024+122.2% | $3,985+68.6% | $4,125+62.9% |
| Admin fee / account holder | $932 | $5,474-83.0% | $6,852-86.4% | $5,651-83.5% |