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 | $96,286 | $105,998-9.2% | $92,233+4.4% | $147,584-34.8% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 18.51% | 50.05%-31.5pp | 176.28%-157.8pp | 578.55%-560.0pp |
| Employer contribution / active EE | $3,023 | $4,333-30.2% | $3,679-17.8% | $4,876-38.0% |
| Participant deferral / active EE | $7,884 | $4,478+76.1% | $3,897+102.3% | $5,439+45.0% |
| Admin fee / account holder | $1,886 | $6,332-70.2% | $5,194-63.7% | $10,885-82.7% |