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 | $24,585 | $105,998-76.8% | $92,233-73.3% | $147,584-83.3% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 18.08% | 50.05%-32.0pp | 176.28%-158.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $5,942 | $4,333+37.1% | $3,679+61.5% | $4,876+21.9% |
| Participant deferral / active EE | $1,760 | $4,478-60.7% | $3,897-54.8% | $5,439-67.6% |
| Admin fee / account holder | $1,768 | $6,332-72.1% | $5,194-66.0% | $10,885-83.8% |