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 | $123,435 | $105,998+16.5% | $92,233+33.8% | $147,584-16.4% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 13.94% | 50.05%-36.1pp | 176.28%-162.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $4,357 | $4,333+0.5% | $3,679+18.4% | $4,876-10.7% |
| Participant deferral / active EE | $6,044 | $4,478+35.0% | $3,897+55.1% | $5,439+11.1% |
| Admin fee / account holder | $22,889 | $6,332+261.5% | $5,194+340.7% | $10,885+110.3% |