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 | $85,697 | $105,998-19.2% | $92,233-7.1% | $147,584-41.9% |
| Participation rate | 85.0% | 80.4%+4.6pp | 76.5%+8.5pp | 82.8%+2.2pp |
| Annual return | 17.83% | 50.05%-32.2pp | 176.28%-158.5pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,760 | $4,333-13.2% | $3,679+2.2% | $4,876-22.9% |
| Participant deferral / active EE | $5,983 | $4,478+33.6% | $3,897+53.5% | $5,439+10.0% |
| Admin fee / account holder | $12,655 | $6,332+99.8% | $5,194+143.7% | $10,885+16.3% |