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 | $105,591 | $106,890-1.2% | $84,015+25.7% | $152,861-30.9% |
| Participation rate | 92.3% | 75.2%+17.1pp | 69.0%+23.3pp | 82.4%+9.9pp |
| Annual return | 14.98% | 104.99%-90.0pp | 71.31%-56.3pp | 345.32%-330.3pp |
| Employer contribution / active EE | $2,201 | $2,734-19.5% | $1,983+11.0% | $4,762-53.8% |
| Participant deferral / active EE | $4,597 | $4,011+14.6% | $3,239+41.9% | $5,850-21.4% |
| Admin fee / account holder | $2,522 | $8,285-69.6% | $6,101-58.7% | $11,596-78.3% |