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 | $59,321 | $105,998-44.0% | $92,233-35.7% | $147,584-59.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 10.61% | 50.05%-39.4pp | 176.28%-165.7pp | 578.55%-567.9pp |
| Employer contribution / active EE | $7,715 | $4,333+78.1% | $3,679+109.7% | $4,876+58.2% |
| Participant deferral / active EE | $7,043 | $4,478+57.3% | $3,897+80.7% | $5,439+29.5% |
| Admin fee / account holder | $411 | $6,332-93.5% | $5,194-92.1% | $10,885-96.2% |