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 7-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 | $86,950 | $70,756+22.9% | $65,493+32.8% | $142,382-38.9% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | 12.45% | 1754.89%-1742.4pp | 982.45%-970.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,749 | $2,881+64.9% | $2,574+84.5% | $4,299+10.5% |
| Participant deferral / active EE | $5,950 | $4,637+28.3% | $3,961+50.2% | $6,507-8.6% |
| Admin fee / account holder | $483 | $6,559-92.6% | $5,028-90.4% | $12,624-96.2% |