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 | $22,959 | $96,305-76.2% | $80,569-71.5% | $139,434-83.5% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 57.77% | 1350.08%-1292.3pp | 935.43%-877.7pp | 372.94%-315.2pp |
| Employer contribution / active EE | $785 | $3,262-75.9% | $2,723-71.2% | $4,751-83.5% |
| Participant deferral / active EE | $1,675 | $5,232-68.0% | $4,447-62.3% | $6,710-75.0% |
| Admin fee / account holder | $1,226 | $6,599-81.4% | $5,377-77.2% | $11,403-89.2% |