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 | $90,976 | $105,998-14.2% | $92,233-1.4% | $147,584-38.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 15.61% | 50.05%-34.4pp | 176.28%-160.7pp | 578.55%-562.9pp |
| Employer contribution / active EE | $5,661 | $4,333+30.6% | $3,679+53.8% | $4,876+16.1% |
| Participant deferral / active EE | $2,601 | $4,478-41.9% | $3,897-33.2% | $5,439-52.2% |
| Admin fee / account holder | $773 | $6,332-87.8% | $5,194-85.1% | $10,885-92.9% |