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 | $79,038 | $70,587+12.0% | $124,672-36.6% | $85,850-7.9% |
| Participation rate | 85.7% | 64.4%+21.3pp | 74.6%+11.1pp | 69.3%+16.4pp |
| Annual return | 13.65% | 20688.83%-20675.2pp | 5142.93%-5129.3pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,450 | $1,913-24.2% | $3,324-56.4% | $2,565-43.5% |
| Participant deferral / active EE | $3,845 | $2,969+29.5% | $4,614-16.7% | $3,952-2.7% |
| Admin fee / account holder | $850 | $5,282-83.9% | $7,493-88.7% | $6,260-86.4% |