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 | $126,948 | $137,414-7.6% | $189,513-33.0% | $85,850+47.9% |
| Participation rate | 98.5% | 84.6%+13.9pp | 87.8%+10.7pp | 69.3%+29.2pp |
| Annual return | 11.94% | 38.14%-26.2pp | 555.15%-543.2pp | 318.53%-306.6pp |
| Employer contribution / active EE | $3,403 | $4,344-21.7% | $6,162-44.8% | $2,565+32.7% |
| Participant deferral / active EE | $6,807 | $6,260+8.7% | $8,221-17.2% | $3,952+72.3% |
| Admin fee / account holder | $2,268 | $8,630-73.7% | $12,045-81.2% | $6,260-63.8% |