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 | $90,474 | $105,998-14.6% | $92,233-1.9% | $147,584-38.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 17.40% | 50.05%-32.6pp | 176.28%-158.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,600 | $4,333-40.0% | $3,679-29.3% | $4,876-46.7% |
| Participant deferral / active EE | $5,151 | $4,478+15.0% | $3,897+32.2% | $5,439-5.3% |
| Admin fee / account holder | $3,002 | $6,332-52.6% | $5,194-42.2% | $10,885-72.4% |