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 | $95,362 | $105,998-10.0% | $92,233+3.4% | $147,584-35.4% |
| Participation rate | 77.3% | 80.4%-3.1pp | 76.5%+0.8pp | 82.8%-5.6pp |
| Annual return | 14.53% | 50.05%-35.5pp | 176.28%-161.7pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,768 | $4,333-59.2% | $3,679-52.0% | $4,876-63.7% |
| Participant deferral / active EE | $3,951 | $4,478-11.8% | $3,897+1.4% | $5,439-27.3% |
| Admin fee / account holder | $2,934 | $6,332-53.7% | $5,194-43.5% | $10,885-73.0% |