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 | $22,445 | $105,998-78.8% | $92,233-75.7% | $147,584-84.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 31.36% | 50.05%-18.7pp | 176.28%-144.9pp | 578.55%-547.2pp |
| Employer contribution / active EE | $2,149 | $4,333-50.4% | $3,679-41.6% | $4,876-55.9% |
| Participant deferral / active EE | $3,741 | $4,478-16.5% | $3,897-4.0% | $5,439-31.2% |
| Admin fee / account holder | $1,694 | $6,332-73.3% | $5,194-67.4% | $10,885-84.4% |