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 | $71,906 | $105,998-32.2% | $92,233-22.0% | $147,584-51.3% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 24.35% | 50.05%-25.7pp | 176.28%-151.9pp | 578.55%-554.2pp |
| Employer contribution / active EE | $18,973 | $4,333+337.9% | $3,679+415.7% | $4,876+289.1% |
| Participant deferral / active EE | $4,870 | $4,478+8.8% | $3,897+25.0% | $5,439-10.5% |
| Admin fee / account holder | $1,385 | $6,332-78.1% | $5,194-73.3% | $10,885-87.3% |