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 | $95,314 | $105,998-10.1% | $92,233+3.3% | $147,584-35.4% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 18.08% | 50.05%-32.0pp | 176.28%-158.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,528 | $4,333-18.6% | $3,679-4.1% | $4,876-27.7% |
| Participant deferral / active EE | $10,033 | $4,478+124.0% | $3,897+157.5% | $5,439+84.5% |
| Admin fee / account holder | $18,350 | $6,332+189.8% | $5,194+253.3% | $10,885+68.6% |