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 | $56,122 | $105,998-47.1% | $92,233-39.2% | $147,584-62.0% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 12.65% | 50.05%-37.4pp | 176.28%-163.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,691 | $4,333-61.0% | $3,679-54.0% | $4,876-65.3% |
| Participant deferral / active EE | $2,589 | $4,478-42.2% | $3,897-33.6% | $5,439-52.4% |
| Admin fee / account holder | $3,238 | $6,332-48.9% | $5,194-37.6% | $10,885-70.3% |