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 | $33,327 | $105,998-68.6% | $92,233-63.9% | $147,584-77.4% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 15.21% | 50.05%-34.8pp | 176.28%-161.1pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,172 | $4,333-49.9% | $3,679-41.0% | $4,876-55.5% |
| Participant deferral / active EE | $4,092 | $4,478-8.6% | $3,897+5.0% | $5,439-24.8% |
| Admin fee / account holder | $6,192 | $6,332-2.2% | $5,194+19.2% | $10,885-43.1% |