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 | $85,920 | $105,998-18.9% | $92,233-6.8% | $147,584-41.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 16.87% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,412 | $4,333+1.8% | $3,679+19.9% | $4,876-9.5% |
| Participant deferral / active EE | $2,936 | $4,478-34.4% | $3,897-24.6% | $5,439-46.0% |
| Admin fee / account holder | $9,841 | $6,332+55.4% | $5,194+89.5% | $10,885-9.6% |