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 | $90,950 | $105,998-14.2% | $92,233-1.4% | $147,584-38.4% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 17.51% | 50.05%-32.5pp | 176.28%-158.8pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,386 | $4,333-44.9% | $3,679-35.1% | $4,876-51.1% |
| Participant deferral / active EE | $3,072 | $4,478-31.4% | $3,897-21.2% | $5,439-43.5% |
| Admin fee / account holder | $2,746 | $6,332-56.6% | $5,194-47.1% | $10,885-74.8% |