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 | $124,461 | $88,751+40.2% | $81,812+52.1% | $145,922-14.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 11.50% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $336 | $3,083-89.1% | $2,912-88.5% | $4,660-92.8% |
| Participant deferral / active EE | $6,138 | $4,643+32.2% | $4,319+42.1% | $6,688-8.2% |
| Admin fee / account holder | $23,098 | $8,415+174.5% | $7,386+212.7% | $13,397+72.4% |