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 | $56,966 | $105,998-46.3% | $92,233-38.2% | $147,584-61.4% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 13.96% | 50.05%-36.1pp | 176.28%-162.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,997 | $4,333-30.8% | $3,679-18.5% | $4,876-38.5% |
| Participant deferral / active EE | $4,574 | $4,478+2.1% | $3,897+17.4% | $5,439-15.9% |
| Admin fee / account holder | $650 | $6,332-89.7% | $5,194-87.5% | $10,885-94.0% |