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 | $111,396 | $105,998+5.1% | $92,233+20.8% | $147,584-24.5% |
| Participation rate | 72.2% | 80.4%-8.2pp | 76.5%-4.3pp | 82.8%-10.6pp |
| Annual return | 15.05% | 50.05%-35.0pp | 176.28%-161.2pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,959 | $4,333-54.8% | $3,679-46.8% | $4,876-59.8% |
| Participant deferral / active EE | $2,294 | $4,478-48.8% | $3,897-41.1% | $5,439-57.8% |
| Admin fee / account holder | $2,828 | $6,332-55.3% | $5,194-45.5% | $10,885-74.0% |