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 | $64,293 | $73,515-12.5% | $62,995+2.1% | $147,584-56.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 10.03% | 175.43%-165.4pp | 87.57%-77.5pp | 578.55%-568.5pp |
| Employer contribution / active EE | $7,531 | $3,320+126.8% | $2,759+173.0% | $4,876+54.4% |
| Participant deferral / active EE | $6,257 | $4,185+49.5% | $3,329+87.9% | $5,439+15.0% |
| Admin fee / account holder | $2,152 | $5,953-63.9% | $3,600-40.2% | $10,885-80.2% |