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 | $90,332 | $88,751+1.8% | $81,812+10.4% | $145,922-38.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 15.26% | 1025.40%-1010.1pp | 773.79%-758.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $5,610 | $3,083+81.9% | $2,912+92.6% | $4,660+20.4% |
| Participant deferral / active EE | $11,035 | $4,643+137.7% | $4,319+155.5% | $6,688+65.0% |
| Admin fee / account holder | $15,742 | $8,415+87.1% | $7,386+113.1% | $13,397+17.5% |