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 | $34,833 | $105,998-67.1% | $92,233-62.2% | $147,584-76.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 10.26% | 50.05%-39.8pp | 176.28%-166.0pp | 578.55%-568.3pp |
| Employer contribution / active EE | $3,040 | $4,333-29.8% | $3,679-17.4% | $4,876-37.7% |
| Participant deferral / active EE | $2,430 | $4,478-45.7% | $3,897-37.6% | $5,439-55.3% |
| Admin fee / account holder | $2,412 | $6,332-61.9% | $5,194-53.6% | $10,885-77.8% |