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 | $61,359 | $105,998-42.1% | $92,233-33.5% | $147,584-58.4% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 21.38% | 50.05%-28.7pp | 176.28%-154.9pp | 578.55%-557.2pp |
| Employer contribution / active EE | $7,585 | $4,333+75.1% | $3,679+106.2% | $4,876+55.5% |
| Participant deferral / active EE | $4,834 | $4,478+7.9% | $3,897+24.0% | $5,439-11.1% |
| Admin fee / account holder | $1,130 | $6,332-82.1% | $5,194-78.2% | $10,885-89.6% |