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 | $69,112 | $105,998-34.8% | $92,233-25.1% | $147,584-53.2% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 17.63% | 50.05%-32.4pp | 176.28%-158.6pp | 578.55%-560.9pp |
| Employer contribution / active EE | $980 | $4,333-77.4% | $3,679-73.4% | $4,876-79.9% |
| Participant deferral / active EE | $2,175 | $4,478-51.4% | $3,897-44.2% | $5,439-60.0% |
| Admin fee / account holder | $579 | $6,332-90.9% | $5,194-88.9% | $10,885-94.7% |