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 | $23,135 | $105,998-78.2% | $92,233-74.9% | $147,584-84.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 25.14% | 50.05%-24.9pp | 176.28%-151.1pp | 578.55%-553.4pp |
| Employer contribution / active EE | $2,683 | $4,333-38.1% | $3,679-27.1% | $4,876-45.0% |
| Participant deferral / active EE | $5,820 | $4,478+30.0% | $3,897+49.4% | $5,439+7.0% |
| Admin fee / account holder | $563 | $6,332-91.1% | $5,194-89.2% | $10,885-94.8% |