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 | $78,766 | $90,600-13.1% | $79,464-0.9% | $135,375-41.8% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -0.87% | 977.43%-978.3pp | 718.14%-719.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $4,510 | $3,068+47.0% | $2,800+61.0% | $4,779-5.6% |
| Participant deferral / active EE | $4,090 | $4,050+1.0% | $3,704+10.4% | $5,609-27.1% |
| Admin fee / account holder | $11,384 | $5,907+92.7% | $5,113+122.6% | $10,827+5.1% |