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 | $65,615 | $105,998-38.1% | $92,233-28.9% | $147,584-55.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 22.78% | 50.05%-27.3pp | 176.28%-153.5pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,015 | $4,333-76.6% | $3,679-72.4% | $4,876-79.2% |
| Participant deferral / active EE | $3,962 | $4,478-11.5% | $3,897+1.7% | $5,439-27.1% |
| Admin fee / account holder | $12,923 | $6,332+104.1% | $5,194+148.8% | $10,885+18.7% |