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 | $120,371 | $105,998+13.6% | $92,233+30.5% | $147,584-18.4% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 15.89% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,549 | $4,333-64.3% | $3,679-57.9% | $4,876-68.2% |
| Participant deferral / active EE | $2,569 | $4,478-42.6% | $3,897-34.1% | $5,439-52.8% |
| Admin fee / account holder | $8,425 | $6,332+33.0% | $5,194+62.2% | $10,885-22.6% |