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 | $109,525 | $105,998+3.3% | $92,233+18.7% | $147,584-25.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 15.82% | 50.05%-34.2pp | 176.28%-160.5pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,554 | $4,333-41.1% | $3,679-30.6% | $4,876-47.6% |
| Participant deferral / active EE | $7,417 | $4,478+65.6% | $3,897+90.3% | $5,439+36.4% |
| Admin fee / account holder | $1,098 | $6,332-82.7% | $5,194-78.9% | $10,885-89.9% |