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 | $45,796 | $105,998-56.8% | $92,233-50.3% | $147,584-69.0% |
| Participation rate | 78.3% | 80.4%-2.2pp | 76.5%+1.8pp | 82.8%-4.6pp |
| Annual return | 118.81% | 50.05%+68.8pp | 176.28%-57.5pp | 578.55%-459.7pp |
| Employer contribution / active EE | $1,661 | $4,333-61.7% | $3,679-54.8% | $4,876-65.9% |
| Participant deferral / active EE | $4,092 | $4,478-8.6% | $3,897+5.0% | $5,439-24.8% |
| Admin fee / account holder | $452 | $6,332-92.9% | $5,194-91.3% | $10,885-95.8% |