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 | $77,978 | $105,998-26.4% | $92,233-15.5% | $147,584-47.2% |
| Participation rate | 82.6% | 80.4%+2.2pp | 76.5%+6.1pp | 82.8%-0.2pp |
| Annual return | 14.58% | 50.05%-35.5pp | 176.28%-161.7pp | 578.55%-564.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,160 | $4,478-51.8% | $3,897-44.6% | $5,439-60.3% |
| Admin fee / account holder | $649 | $6,332-89.8% | $5,194-87.5% | $10,885-94.0% |