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 | $149,640 | $105,998+41.2% | $92,233+62.2% | $147,584+1.4% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 23.68% | 50.05%-26.4pp | 176.28%-152.6pp | 578.55%-554.9pp |
| Employer contribution / active EE | $3,458 | $4,333-20.2% | $3,679-6.0% | $4,876-29.1% |
| Participant deferral / active EE | $7,209 | $4,478+61.0% | $3,897+85.0% | $5,439+32.6% |
| Admin fee / account holder | $2,015 | $6,332-68.2% | $5,194-61.2% | $10,885-81.5% |