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 | $37,023 | $73,515-49.6% | $62,995-41.2% | $147,584-74.9% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.8%+18.0pp | 82.8%+10.0pp |
| Annual return | 15.15% | 175.43%-160.3pp | 87.57%-72.4pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,517 | $3,320-54.3% | $2,759-45.0% | $4,876-68.9% |
| Participant deferral / active EE | $4,170 | $4,185-0.4% | $3,329+25.2% | $5,439-23.3% |
| Admin fee / account holder | $1,628 | $5,953-72.7% | $3,600-54.8% | $10,885-85.0% |