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 | $51,264 | $105,998-51.6% | $92,233-44.4% | $147,584-65.3% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 25.72% | 50.05%-24.3pp | 176.28%-150.6pp | 578.55%-552.8pp |
| Employer contribution / active EE | $1,967 | $4,333-54.6% | $3,679-46.6% | $4,876-59.7% |
| Participant deferral / active EE | $6,048 | $4,478+35.1% | $3,897+55.2% | $5,439+11.2% |
| Admin fee / account holder | $2,103 | $6,332-66.8% | $5,194-59.5% | $10,885-80.7% |