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 5-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 | $54,022 | $111,724-51.6% | $93,606-42.3% | $145,922-63.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 78.19% | 202.98%-124.8pp | 133.20%-55.0pp | 561.29%-483.1pp |
| Employer contribution / active EE | $2,746 | $3,090-11.1% | $2,420+13.5% | $4,660-41.1% |
| Participant deferral / active EE | $9,535 | $4,912+94.1% | $4,411+116.1% | $6,688+42.6% |
| Admin fee / account holder | $2,793 | $10,250-72.8% | $8,285-66.3% | $13,397-79.2% |