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 | $132,653 | $105,998+25.1% | $92,233+43.8% | $147,584-10.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 21.94% | 50.05%-28.1pp | 176.28%-154.3pp | 578.55%-556.6pp |
| Employer contribution / active EE | $2,250 | $4,333-48.1% | $3,679-38.9% | $4,876-53.9% |
| Participant deferral / active EE | $2,303 | $4,478-48.6% | $3,897-40.9% | $5,439-57.6% |
| Admin fee / account holder | $2,492 | $6,332-60.6% | $5,194-52.0% | $10,885-77.1% |