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 | $109,194 | $137,414-20.5% | $189,513-42.4% | $85,850+27.2% |
| Participation rate | 89.0% | 84.6%+4.4pp | 87.8%+1.2pp | 69.3%+19.7pp |
| Annual return | 15.02% | 38.14%-23.1pp | 555.15%-540.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $7,352 | $4,344+69.2% | $6,162+19.3% | $2,565+186.6% |
| Participant deferral / active EE | $11,557 | $6,260+84.6% | $8,221+40.6% | $3,952+192.5% |
| Admin fee / account holder | $4,804 | $8,630-44.3% | $12,045-60.1% | $6,260-23.3% |