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 | $46,924 | $105,998-55.7% | $92,233-49.1% | $147,584-68.2% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 22.39% | 50.05%-27.7pp | 176.28%-153.9pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,268 | $4,333-47.7% | $3,679-38.4% | $4,876-53.5% |
| Participant deferral / active EE | $4,295 | $4,478-4.1% | $3,897+10.2% | $5,439-21.0% |
| Admin fee / account holder | $1,252 | $6,332-80.2% | $5,194-75.9% | $10,885-88.5% |