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 | $76,825 | $105,998-27.5% | $92,233-16.7% | $147,584-47.9% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 14.31% | 50.05%-35.7pp | 176.28%-162.0pp | 578.55%-564.2pp |
| Employer contribution / active EE | $5,556 | $4,333+28.2% | $3,679+51.0% | $4,876+13.9% |
| Participant deferral / active EE | $3,350 | $4,478-25.2% | $3,897-14.0% | $5,439-38.4% |
| Admin fee / account holder | $10,864 | $6,332+71.6% | $5,194+109.2% | $10,885-0.2% |