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 | $24,439 | $105,998-76.9% | $92,233-73.5% | $147,584-83.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 18.80% | 50.05%-31.2pp | 176.28%-157.5pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,470 | $4,333-66.1% | $3,679-60.0% | $4,876-69.8% |
| Participant deferral / active EE | $3,849 | $4,478-14.1% | $3,897-1.2% | $5,439-29.2% |
| Admin fee / account holder | $392 | $6,332-93.8% | $5,194-92.4% | $10,885-96.4% |