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 | $32,708 | $105,998-69.1% | $92,233-64.5% | $147,584-77.8% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 43.14% | 50.05%-6.9pp | 176.28%-133.1pp | 578.55%-535.4pp |
| Employer contribution / active EE | $3,812 | $4,333-12.0% | $3,679+3.6% | $4,876-21.8% |
| Participant deferral / active EE | $4,817 | $4,478+7.6% | $3,897+23.6% | $5,439-11.4% |
| Admin fee / account holder | $585 | $6,332-90.8% | $5,194-88.7% | $10,885-94.6% |