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 | $98,396 | $96,635+1.8% | $86,612+13.6% | $139,434-29.4% |
| Participation rate | 92.9% | 74.4%+18.5pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 16.89% | 106.41%-89.5pp | 591.07%-574.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,323 | $3,263+32.5% | $3,022+43.0% | $4,751-9.0% |
| Participant deferral / active EE | $5,936 | $4,836+22.7% | $4,438+33.8% | $6,710-11.5% |
| Admin fee / account holder | $13,993 | $6,408+118.4% | $5,614+149.2% | $11,403+22.7% |