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 | $108,768 | $118,680-8.4% | $98,907+10.0% | $158,922-31.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 99.28% | 372.35%-273.1pp | 196.43%-97.2pp | 302.83%-203.5pp |
| Employer contribution / active EE | $3,009 | $3,333-9.7% | $2,689+11.9% | $4,761-36.8% |
| Participant deferral / active EE | $6,035 | $5,088+18.6% | $4,244+42.2% | $5,982+0.9% |
| Admin fee / account holder | $574 | $10,131-94.3% | $6,642-91.4% | $11,246-94.9% |