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 | $85,999 | $88,751-3.1% | $81,812+5.1% | $145,922-41.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 13.07% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,598 | $3,083+49.1% | $2,912+57.9% | $4,660-1.3% |
| Participant deferral / active EE | $7,629 | $4,643+64.3% | $4,319+76.7% | $6,688+14.1% |
| Admin fee / account holder | $3,967 | $8,415-52.9% | $7,386-46.3% | $13,397-70.4% |