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 | $54,903 | $105,998-48.2% | $92,233-40.5% | $147,584-62.8% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.5%+14.8pp | 82.8%+8.5pp |
| Annual return | 14.44% | 50.05%-35.6pp | 176.28%-161.8pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,157 | $4,333-50.2% | $3,679-41.4% | $4,876-55.8% |
| Participant deferral / active EE | $3,692 | $4,478-17.5% | $3,897-5.2% | $5,439-32.1% |
| Admin fee / account holder | $397 | $6,332-93.7% | $5,194-92.3% | $10,885-96.3% |