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 | $106,946 | $105,998+0.9% | $92,233+16.0% | $147,584-27.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 20.66% | 50.05%-29.4pp | 176.28%-155.6pp | 578.55%-557.9pp |
| Employer contribution / active EE | $3,563 | $4,333-17.8% | $3,679-3.2% | $4,876-26.9% |
| Participant deferral / active EE | $7,469 | $4,478+66.8% | $3,897+91.7% | $5,439+37.3% |
| Admin fee / account holder | $3,200 | $6,332-49.5% | $5,194-38.4% | $10,885-70.6% |