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 | $82,707 | $105,998-22.0% | $92,233-10.3% | $147,584-44.0% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 25.33% | 50.05%-24.7pp | 176.28%-151.0pp | 578.55%-553.2pp |
| Employer contribution / active EE | $5,673 | $4,333+30.9% | $3,679+54.2% | $4,876+16.3% |
| Participant deferral / active EE | $6,950 | $4,478+55.2% | $3,897+78.4% | $5,439+27.8% |
| Admin fee / account holder | $9,442 | $6,332+49.1% | $5,194+81.8% | $10,885-13.3% |