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 | $129,194 | $105,998+21.9% | $92,233+40.1% | $147,584-12.5% |
| Participation rate | 79.2% | 80.4%-1.2pp | 76.5%+2.7pp | 82.8%-3.7pp |
| Annual return | 17.81% | 50.05%-32.2pp | 176.28%-158.5pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,435 | $4,333-43.8% | $3,679-33.8% | $4,876-50.1% |
| Participant deferral / active EE | $3,797 | $4,478-15.2% | $3,897-2.6% | $5,439-30.2% |
| Admin fee / account holder | $3,081 | $6,332-51.3% | $5,194-40.7% | $10,885-71.7% |