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 | $73,885 | $105,998-30.3% | $92,233-19.9% | $147,584-49.9% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 14.66% | 50.05%-35.4pp | 176.28%-161.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $4,688 | $4,333+8.2% | $3,679+27.4% | $4,876-3.9% |
| Participant deferral / active EE | $4,189 | $4,478-6.5% | $3,897+7.5% | $5,439-23.0% |
| Admin fee / account holder | $521 | $6,332-91.8% | $5,194-90.0% | $10,885-95.2% |