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 | $62,062 | $102,317-39.3% | $146,958-57.8% | $80,856-23.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 17.12% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,212 | $3,713-13.5% | $4,933-34.9% | $2,755+16.6% |
| Participant deferral / active EE | $4,895 | $6,644-26.3% | $8,070-39.3% | $4,296+13.9% |
| Admin fee / account holder | $508 | $7,941-93.6% | $12,998-96.1% | $6,918-92.7% |