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 | $39,159 | $105,998-63.1% | $92,233-57.5% | $147,584-73.5% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.5%+14.8pp | 82.8%+8.5pp |
| Annual return | 15.50% | 50.05%-34.5pp | 176.28%-160.8pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,130 | $4,333-50.8% | $3,679-42.1% | $4,876-56.3% |
| Participant deferral / active EE | $4,708 | $4,478+5.1% | $3,897+20.8% | $5,439-13.4% |
| Admin fee / account holder | $950 | $6,332-85.0% | $5,194-81.7% | $10,885-91.3% |