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 | $32,747 | $105,998-69.1% | $92,233-64.5% | $147,584-77.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 18.04% | 50.05%-32.0pp | 176.28%-158.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $11,353 | $4,333+162.0% | $3,679+208.6% | $4,876+132.8% |
| Participant deferral / active EE | $5,886 | $4,478+31.5% | $3,897+51.1% | $5,439+8.2% |
| Admin fee / account holder | $4,129 | $6,332-34.8% | $5,194-20.5% | $10,885-62.1% |