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 | $129,276 | $105,998+22.0% | $92,233+40.2% | $147,584-12.4% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 14.17% | 50.05%-35.9pp | 176.28%-162.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,813 | $4,333-58.2% | $3,679-50.7% | $4,876-62.8% |
| Participant deferral / active EE | $8,121 | $4,478+81.4% | $3,897+108.4% | $5,439+49.3% |
| Admin fee / account holder | $6,292 | $6,332-0.6% | $5,194+21.1% | $10,885-42.2% |