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 | $79,963 | $73,515+8.8% | $62,995+26.9% | $147,584-45.8% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.8%+7.0pp | 82.8%-1.0pp |
| Annual return | 17.57% | 175.43%-157.9pp | 87.57%-70.0pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,025 | $3,320-69.1% | $2,759-62.9% | $4,876-79.0% |
| Participant deferral / active EE | $4,353 | $4,185+4.0% | $3,329+30.7% | $5,439-20.0% |
| Admin fee / account holder | $8,287 | $5,953+39.2% | $3,600+130.2% | $10,885-23.9% |