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 | $101,829 | $105,998-3.9% | $92,233+10.4% | $147,584-31.0% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 15.31% | 50.05%-34.7pp | 176.28%-161.0pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,201 | $4,333-49.2% | $3,679-40.2% | $4,876-54.9% |
| Participant deferral / active EE | $4,376 | $4,478-2.3% | $3,897+12.3% | $5,439-19.5% |
| Admin fee / account holder | $3,086 | $6,332-51.3% | $5,194-40.6% | $10,885-71.6% |