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 | $43,761 | $105,998-58.7% | $92,233-52.6% | $147,584-70.3% |
| Participation rate | 72.2% | 80.4%-8.2pp | 76.5%-4.3pp | 82.8%-10.6pp |
| Annual return | 14.00% | 50.05%-36.1pp | 176.28%-162.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $9,283 | $4,333+114.2% | $3,679+152.3% | $4,876+90.4% |
| Participant deferral / active EE | $1,222 | $4,478-72.7% | $3,897-68.6% | $5,439-77.5% |
| Admin fee / account holder | $1,871 | $6,332-70.4% | $5,194-64.0% | $10,885-82.8% |