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 | $50,196 | $105,998-52.6% | $92,233-45.6% | $147,584-66.0% |
| Participation rate | 77.3% | 80.4%-3.1pp | 76.5%+0.8pp | 82.8%-5.6pp |
| Annual return | 10.35% | 50.05%-39.7pp | 176.28%-165.9pp | 578.55%-568.2pp |
| Employer contribution / active EE | $6,349 | $4,333+46.5% | $3,679+72.6% | $4,876+30.2% |
| Participant deferral / active EE | $3,607 | $4,478-19.4% | $3,897-7.4% | $5,439-33.7% |
| Admin fee / account holder | $8,439 | $6,332+33.3% | $5,194+62.5% | $10,885-22.5% |