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 | $29,699 | $105,998-72.0% | $92,233-67.8% | $147,584-79.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 41.02% | 50.05%-9.0pp | 176.28%-135.3pp | 578.55%-537.5pp |
| Employer contribution / active EE | $1,111 | $4,333-74.4% | $3,679-69.8% | $4,876-77.2% |
| Participant deferral / active EE | $7,392 | $4,478+65.1% | $3,897+89.7% | $5,439+35.9% |
| Admin fee / account holder | $654 | $6,332-89.7% | $5,194-87.4% | $10,885-94.0% |