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 | $72,612 | $105,998-31.5% | $92,233-21.3% | $147,584-50.8% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 17.75% | 50.05%-32.3pp | 176.28%-158.5pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,479 | $4,333-42.8% | $3,679-32.6% | $4,876-49.2% |
| Participant deferral / active EE | $4,843 | $4,478+8.1% | $3,897+24.3% | $5,439-11.0% |
| Admin fee / account holder | $1,375 | $6,332-78.3% | $5,194-73.5% | $10,885-87.4% |