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 | $70,994 | $105,998-33.0% | $92,233-23.0% | $147,584-51.9% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 11.73% | 50.05%-38.3pp | 176.28%-164.5pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,594 | $4,333-63.2% | $3,679-56.7% | $4,876-67.3% |
| Participant deferral / active EE | $5,587 | $4,478+24.8% | $3,897+43.4% | $5,439+2.7% |
| Admin fee / account holder | $1,077 | $6,332-83.0% | $5,194-79.3% | $10,885-90.1% |