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 | $72,516 | $73,515-1.4% | $62,995+15.1% | $147,584-50.9% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.8%+3.0pp | 82.8%-5.1pp |
| Annual return | 10.74% | 175.43%-164.7pp | 87.57%-76.8pp | 578.55%-567.8pp |
| Employer contribution / active EE | $5,222 | $3,320+57.3% | $2,759+89.3% | $4,876+7.1% |
| Participant deferral / active EE | $6,518 | $4,185+55.8% | $3,329+95.8% | $5,439+19.8% |
| Admin fee / account holder | $11,448 | $5,953+92.3% | $3,600+218.0% | $10,885+5.2% |