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 | $68,844 | $102,966-33.1% | $90,281-23.7% | $152,861-55.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 20.98% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,386 | $3,139+39.8% | $2,854+53.7% | $4,762-7.9% |
| Participant deferral / active EE | $7,050 | $4,281+64.7% | $3,885+81.5% | $5,850+20.5% |
| Admin fee / account holder | $35,079 | $6,171+468.5% | $5,351+555.5% | $11,596+202.5% |