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 | $89,959 | $105,998-15.1% | $92,233-2.5% | $147,584-39.0% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 14.26% | 50.05%-35.8pp | 176.28%-162.0pp | 578.55%-564.3pp |
| Employer contribution / active EE | $4,375 | $4,333+1.0% | $3,679+18.9% | $4,876-10.3% |
| Participant deferral / active EE | $1,485 | $4,478-66.8% | $3,897-61.9% | $5,439-72.7% |
| Admin fee / account holder | $12,946 | $6,332+104.4% | $5,194+149.3% | $10,885+18.9% |