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 | $118,611 | $106,890+11.0% | $84,015+41.2% | $152,861-22.4% |
| Participation rate | 92.9% | 75.2%+17.6pp | 69.0%+23.8pp | 82.4%+10.4pp |
| Annual return | 22.49% | 104.99%-82.5pp | 71.31%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,767 | $2,734-35.4% | $1,983-10.9% | $4,762-62.9% |
| Participant deferral / active EE | $5,141 | $4,011+28.2% | $3,239+58.7% | $5,850-12.1% |
| Admin fee / account holder | $734 | $8,285-91.1% | $6,101-88.0% | $11,596-93.7% |