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 | $78,092 | $105,998-26.3% | $92,233-15.3% | $147,584-47.1% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 20.76% | 50.05%-29.3pp | 176.28%-155.5pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,535 | $4,333-41.5% | $3,679-31.1% | $4,876-48.0% |
| Participant deferral / active EE | $6,985 | $4,478+56.0% | $3,897+79.3% | $5,439+28.4% |
| Admin fee / account holder | $3,765 | $6,332-40.6% | $5,194-27.5% | $10,885-65.4% |