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 | $58,040 | $105,998-45.2% | $92,233-37.1% | $147,584-60.7% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 16.68% | 50.05%-33.4pp | 176.28%-159.6pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,748 | $4,333-59.7% | $3,679-52.5% | $4,876-64.2% |
| Participant deferral / active EE | $4,483 | $4,478+0.1% | $3,897+15.0% | $5,439-17.6% |
| Admin fee / account holder | $3,209 | $6,332-49.3% | $5,194-38.2% | $10,885-70.5% |