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 | $123,267 | $105,998+16.3% | $92,233+33.6% | $147,584-16.5% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 11.96% | 50.05%-38.1pp | 176.28%-164.3pp | 578.55%-566.6pp |
| Employer contribution / active EE | $813 | $4,333-81.2% | $3,679-77.9% | $4,876-83.3% |
| Participant deferral / active EE | $6,471 | $4,478+44.5% | $3,897+66.1% | $5,439+19.0% |
| Admin fee / account holder | $1,066 | $6,332-83.2% | $5,194-79.5% | $10,885-90.2% |