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 | $26,909 | $105,998-74.6% | $92,233-70.8% | $147,584-81.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 13.17% | 50.05%-36.9pp | 176.28%-163.1pp | 578.55%-565.4pp |
| Employer contribution / active EE | $5,490 | $4,333+26.7% | $3,679+49.2% | $4,876+12.6% |
| Participant deferral / active EE | $3,956 | $4,478-11.6% | $3,897+1.5% | $5,439-27.3% |
| Admin fee / account holder | $10,407 | $6,332+64.3% | $5,194+100.4% | $10,885-4.4% |