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 | $67,080 | $105,998-36.7% | $92,233-27.3% | $147,584-54.5% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 25.86% | 50.05%-24.2pp | 176.28%-150.4pp | 578.55%-552.7pp |
| Employer contribution / active EE | $3,392 | $4,333-21.7% | $3,679-7.8% | $4,876-30.4% |
| Participant deferral / active EE | $8,076 | $4,478+80.3% | $3,897+107.2% | $5,439+48.5% |
| Admin fee / account holder | $1,050 | $6,332-83.4% | $5,194-79.8% | $10,885-90.4% |