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 | $104,664 | $105,998-1.3% | $92,233+13.5% | $147,584-29.1% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 11.77% | 50.05%-38.3pp | 176.28%-164.5pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,424 | $4,333-67.1% | $3,679-61.3% | $4,876-70.8% |
| Participant deferral / active EE | $4,866 | $4,478+8.7% | $3,897+24.9% | $5,439-10.5% |
| Admin fee / account holder | $12,801 | $6,332+102.2% | $5,194+146.5% | $10,885+17.6% |