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 | $97,909 | $105,998-7.6% | $92,233+6.2% | $147,584-33.7% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 19.31% | 50.05%-30.7pp | 176.28%-157.0pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,995 | $4,333-54.0% | $3,679-45.8% | $4,876-59.1% |
| Participant deferral / active EE | $5,985 | $4,478+33.7% | $3,897+53.6% | $5,439+10.0% |
| Admin fee / account holder | $3,723 | $6,332-41.2% | $5,194-28.3% | $10,885-65.8% |