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 | $127,620 | $105,998+20.4% | $92,233+38.4% | $147,584-13.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 19.66% | 50.05%-30.4pp | 176.28%-156.6pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,519 | $4,333-64.9% | $3,679-58.7% | $4,876-68.9% |
| Participant deferral / active EE | $5,320 | $4,478+18.8% | $3,897+36.5% | $5,439-2.2% |
| Admin fee / account holder | $945 | $6,332-85.1% | $5,194-81.8% | $10,885-91.3% |