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 | $75,575 | $105,998-28.7% | $92,233-18.1% | $147,584-48.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 12.30% | 50.05%-37.7pp | 176.28%-164.0pp | 578.55%-566.2pp |
| Employer contribution / active EE | $5,692 | $4,333+31.4% | $3,679+54.7% | $4,876+16.7% |
| Participant deferral / active EE | $5,318 | $4,478+18.8% | $3,897+36.5% | $5,439-2.2% |
| Admin fee / account holder | $3,292 | $6,332-48.0% | $5,194-36.6% | $10,885-69.8% |