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 | $91,793 | $105,998-13.4% | $92,233-0.5% | $147,584-37.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 14.10% | 50.05%-35.9pp | 176.28%-162.2pp | 578.55%-564.4pp |
| Employer contribution / active EE | $7,555 | $4,333+74.4% | $3,679+105.3% | $4,876+54.9% |
| Participant deferral / active EE | $3,589 | $4,478-19.8% | $3,897-7.9% | $5,439-34.0% |
| Admin fee / account holder | $1,089 | $6,332-82.8% | $5,194-79.0% | $10,885-90.0% |