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 | $174,577 | $105,998+64.7% | $92,233+89.3% | $147,584+18.3% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 17.21% | 50.05%-32.8pp | 176.28%-159.1pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,001 | $4,333-76.9% | $3,679-72.8% | $4,876-79.5% |
| Participant deferral / active EE | $4,498 | $4,478+0.4% | $3,897+15.4% | $5,439-17.3% |
| Admin fee / account holder | $5,118 | $6,332-19.2% | $5,194-1.5% | $10,885-53.0% |