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 | $62,394 | $105,998-41.1% | $92,233-32.4% | $147,584-57.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 29.83% | 50.05%-20.2pp | 176.28%-146.4pp | 578.55%-548.7pp |
| Employer contribution / active EE | $3,904 | $4,333-9.9% | $3,679+6.1% | $4,876-19.9% |
| Participant deferral / active EE | $6,673 | $4,478+49.0% | $3,897+71.2% | $5,439+22.7% |
| Admin fee / account holder | $5,155 | $6,332-18.6% | $5,194-0.7% | $10,885-52.6% |