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 | $107,404 | $73,515+46.1% | $62,995+70.5% | $147,584-27.2% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.8%+3.0pp | 82.8%-5.1pp |
| Annual return | 16.82% | 175.43%-158.6pp | 87.57%-70.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,103 | $3,320-36.7% | $2,759-23.8% | $4,876-56.9% |
| Participant deferral / active EE | $6,167 | $4,185+47.4% | $3,329+85.2% | $5,439+13.4% |
| Admin fee / account holder | $1,302 | $5,953-78.1% | $3,600-63.8% | $10,885-88.0% |