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 | $58,037 | $105,998-45.2% | $92,233-37.1% | $147,584-60.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 13.79% | 50.05%-36.3pp | 176.28%-162.5pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,534 | $4,333-64.6% | $3,679-58.3% | $4,876-68.5% |
| Participant deferral / active EE | $3,065 | $4,478-31.5% | $3,897-21.3% | $5,439-43.6% |
| Admin fee / account holder | $999 | $6,332-84.2% | $5,194-80.8% | $10,885-90.8% |