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 | $111,692 | $105,998+5.4% | $92,233+21.1% | $147,584-24.3% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 16.37% | 50.05%-33.7pp | 176.28%-159.9pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,207 | $4,333-49.1% | $3,679-40.0% | $4,876-54.7% |
| Participant deferral / active EE | $5,286 | $4,478+18.0% | $3,897+35.7% | $5,439-2.8% |
| Admin fee / account holder | $31,021 | $6,332+389.9% | $5,194+497.3% | $10,885+185.0% |