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 | $107,814 | $96,635+11.6% | $86,612+24.5% | $139,434-22.7% |
| Participation rate | 79.2% | 74.4%+4.8pp | 71.7%+7.5pp | 80.3%-1.2pp |
| Annual return | 14.14% | 106.41%-92.3pp | 591.07%-576.9pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,550 | $3,263-21.9% | $3,022-15.6% | $4,751-46.3% |
| Participant deferral / active EE | $5,768 | $4,836+19.3% | $4,438+30.0% | $6,710-14.0% |
| Admin fee / account holder | $2,468 | $6,408-61.5% | $5,614-56.0% | $11,403-78.4% |