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 | $27,061 | $105,998-74.5% | $92,233-70.7% | $147,584-81.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 15.48% | 50.05%-34.6pp | 176.28%-160.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,449 | $4,333-43.5% | $3,679-33.5% | $4,876-49.8% |
| Participant deferral / active EE | $4,953 | $4,478+10.6% | $3,897+27.1% | $5,439-8.9% |
| Admin fee / account holder | $633 | $6,332-90.0% | $5,194-87.8% | $10,885-94.2% |