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 | $132,641 | $105,998+25.1% | $92,233+43.8% | $147,584-10.1% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 15.87% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,933 | $4,333-55.4% | $3,679-47.5% | $4,876-60.4% |
| Participant deferral / active EE | $6,851 | $4,478+53.0% | $3,897+75.8% | $5,439+26.0% |
| Admin fee / account holder | $15,560 | $6,332+145.7% | $5,194+199.6% | $10,885+42.9% |