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 | $42,613 | $105,998-59.8% | $92,233-53.8% | $147,584-71.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 29.88% | 50.05%-20.2pp | 176.28%-146.4pp | 578.55%-548.7pp |
| Employer contribution / active EE | $4,859 | $4,333+12.1% | $3,679+32.0% | $4,876-0.4% |
| Participant deferral / active EE | $10,621 | $4,478+137.2% | $3,897+172.6% | $5,439+95.3% |
| Admin fee / account holder | $436 | $6,332-93.1% | $5,194-91.6% | $10,885-96.0% |