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 | $118,346 | $105,998+11.6% | $92,233+28.3% | $147,584-19.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 10.65% | 50.05%-39.4pp | 176.28%-165.6pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,159 | $4,333-73.3% | $3,679-68.5% | $4,876-76.2% |
| Participant deferral / active EE | $4,355 | $4,478-2.7% | $3,897+11.8% | $5,439-19.9% |
| Admin fee / account holder | $1,734 | $6,332-72.6% | $5,194-66.6% | $10,885-84.1% |