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 | $116,555 | $102,317+13.9% | $146,958-20.7% | $80,856+44.2% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.2%-6.5pp | 67.6%+8.0pp |
| Annual return | 36.86% | 134.76%-97.9pp | 418.34%-381.5pp | 35.59%+1.3pp |
| Employer contribution / active EE | $3,643 | $3,713-1.9% | $4,933-26.1% | $2,755+32.2% |
| Participant deferral / active EE | $8,286 | $6,644+24.7% | $8,070+2.7% | $4,296+92.9% |
| Admin fee / account holder | $9,694 | $7,941+22.1% | $12,998-25.4% | $6,918+40.1% |