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 | $108,697 | $112,096-3.0% | $95,952+13.3% | $158,922-31.6% |
| Participation rate | 73.7% | 79.0%-5.3pp | 77.1%-3.4pp | 82.0%-8.3pp |
| Annual return | 15.24% | 171.09%-155.9pp | 91.61%-76.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,721 | $3,198+47.6% | $2,541+85.8% | $4,761-0.8% |
| Participant deferral / active EE | $3,476 | $4,784-27.3% | $4,167-16.6% | $5,982-41.9% |
| Admin fee / account holder | $371 | $10,130-96.3% | $6,795-94.5% | $11,246-96.7% |