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 | $109,603 | $105,998+3.4% | $92,233+18.8% | $147,584-25.7% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 16.63% | 50.05%-33.4pp | 176.28%-159.7pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,317 | $4,333-46.5% | $3,679-37.0% | $4,876-52.5% |
| Participant deferral / active EE | $5,376 | $4,478+20.1% | $3,897+38.0% | $5,439-1.1% |
| Admin fee / account holder | $3,563 | $6,332-43.7% | $5,194-31.4% | $10,885-67.3% |