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 | $115,646 | $105,998+9.1% | $92,233+25.4% | $147,584-21.6% |
| Participation rate | 82.6% | 80.4%+2.2pp | 76.5%+6.1pp | 82.8%-0.2pp |
| Annual return | 16.11% | 50.05%-33.9pp | 176.28%-160.2pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,546 | $4,333-64.3% | $3,679-58.0% | $4,876-68.3% |
| Participant deferral / active EE | $3,958 | $4,478-11.6% | $3,897+1.6% | $5,439-27.2% |
| Admin fee / account holder | $1,415 | $6,332-77.7% | $5,194-72.8% | $10,885-87.0% |