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 | $52,577 | $105,998-50.4% | $92,233-43.0% | $147,584-64.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 13.37% | 50.05%-36.7pp | 176.28%-162.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,376 | $4,333-45.2% | $3,679-35.4% | $4,876-51.3% |
| Participant deferral / active EE | $3,188 | $4,478-28.8% | $3,897-18.2% | $5,439-41.4% |
| Admin fee / account holder | $9,716 | $6,332+53.4% | $5,194+87.1% | $10,885-10.7% |