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 | $98,913 | $105,998-6.7% | $92,233+7.2% | $147,584-33.0% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 22.35% | 50.05%-27.7pp | 176.28%-153.9pp | 578.55%-556.2pp |
| Employer contribution / active EE | $3,700 | $4,333-14.6% | $3,679+0.6% | $4,876-24.1% |
| Participant deferral / active EE | $4,402 | $4,478-1.7% | $3,897+13.0% | $5,439-19.1% |
| Admin fee / account holder | $16,479 | $6,332+160.2% | $5,194+217.3% | $10,885+51.4% |