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 | $91,664 | $105,998-13.5% | $92,233-0.6% | $147,584-37.9% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 16.29% | 50.05%-33.8pp | 176.28%-160.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $5,812 | $4,333+34.1% | $3,679+58.0% | $4,876+19.2% |
| Participant deferral / active EE | $2,600 | $4,478-41.9% | $3,897-33.3% | $5,439-52.2% |
| Admin fee / account holder | $9,398 | $6,332+48.4% | $5,194+80.9% | $10,885-13.7% |