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 | $48,725 | $105,998-54.0% | $92,233-47.2% | $147,584-67.0% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 14.35% | 50.05%-35.7pp | 176.28%-161.9pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,449 | $4,333-66.6% | $3,679-60.6% | $4,876-70.3% |
| Participant deferral / active EE | $2,375 | $4,478-47.0% | $3,897-39.1% | $5,439-56.3% |
| Admin fee / account holder | $4,087 | $6,332-35.5% | $5,194-21.3% | $10,885-62.5% |