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 | $96,745 | $105,998-8.7% | $92,233+4.9% | $147,584-34.4% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 17.78% | 50.05%-32.3pp | 176.28%-158.5pp | 578.55%-560.8pp |
| Employer contribution / active EE | $10,606 | $4,333+144.8% | $3,679+188.3% | $4,876+117.5% |
| Participant deferral / active EE | $9,229 | $4,478+106.1% | $3,897+136.8% | $5,439+69.7% |
| Admin fee / account holder | $827 | $6,332-86.9% | $5,194-84.1% | $10,885-92.4% |