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 | $90,209 | $70,756+27.5% | $65,493+37.7% | $142,382-36.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.57% | 1754.89%-1738.3pp | 982.45%-965.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $6,457 | $2,881+124.1% | $2,574+150.8% | $4,299+50.2% |
| Participant deferral / active EE | $8,415 | $4,637+81.5% | $3,961+112.4% | $6,507+29.3% |
| Admin fee / account holder | $450 | $6,559-93.1% | $5,028-91.1% | $12,624-96.4% |