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 | $55,235 | $105,998-47.9% | $92,233-40.1% | $147,584-62.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 21.14% | 50.05%-28.9pp | 176.28%-155.1pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,067 | $4,333-75.4% | $3,679-71.0% | $4,876-78.1% |
| Participant deferral / active EE | $2,847 | $4,478-36.4% | $3,897-26.9% | $5,439-47.7% |
| Admin fee / account holder | $2,500 | $6,332-60.5% | $5,194-51.9% | $10,885-77.0% |