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 | $57,555 | $105,998-45.7% | $92,233-37.6% | $147,584-61.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 18.75% | 50.05%-31.3pp | 176.28%-157.5pp | 578.55%-559.8pp |
| Employer contribution / active EE | $7,044 | $4,333+62.6% | $3,679+91.4% | $4,876+44.4% |
| Participant deferral / active EE | $5,536 | $4,478+23.6% | $3,897+42.1% | $5,439+1.8% |
| Admin fee / account holder | $2,856 | $6,332-54.9% | $5,194-45.0% | $10,885-73.8% |