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 | $123,482 | $105,998+16.5% | $92,233+33.9% | $147,584-16.3% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 19.69% | 50.05%-30.4pp | 176.28%-156.6pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,844 | $4,333-57.4% | $3,679-49.9% | $4,876-62.2% |
| Participant deferral / active EE | $2,433 | $4,478-45.7% | $3,897-37.6% | $5,439-55.3% |
| Admin fee / account holder | $1,425 | $6,332-77.5% | $5,194-72.6% | $10,885-86.9% |