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 | $90,980 | $88,751+2.5% | $81,812+11.2% | $145,922-37.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 10.26% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $5,112 | $3,083+65.8% | $2,912+75.5% | $4,660+9.7% |
| Participant deferral / active EE | $4,841 | $4,643+4.3% | $4,319+12.1% | $6,688-27.6% |
| Admin fee / account holder | $723 | $8,415-91.4% | $7,386-90.2% | $13,397-94.6% |