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 | $47,799 | $105,998-54.9% | $92,233-48.2% | $147,584-67.6% |
| Participation rate | 86.4% | 80.4%+6.0pp | 76.5%+9.9pp | 82.8%+3.5pp |
| Annual return | 13.02% | 50.05%-37.0pp | 176.28%-163.3pp | 578.55%-565.5pp |
| Employer contribution / active EE | $846 | $4,333-80.5% | $3,679-77.0% | $4,876-82.7% |
| Participant deferral / active EE | $2,758 | $4,478-38.4% | $3,897-29.2% | $5,439-49.3% |
| Admin fee / account holder | $3,367 | $6,332-46.8% | $5,194-35.2% | $10,885-69.1% |