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 9-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 | $122,810 | $105,998+15.9% | $92,233+33.2% | $147,584-16.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 13.59% | 50.05%-36.5pp | 176.28%-162.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,229 | $4,333-48.5% | $3,679-39.4% | $4,876-54.3% |
| Participant deferral / active EE | $4,459 | $4,478-0.4% | $3,897+14.4% | $5,439-18.0% |
| Admin fee / account holder | $5,945 | $6,332-6.1% | $5,194+14.5% | $10,885-45.4% |