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 | $67,866 | $105,998-36.0% | $92,233-26.4% | $147,584-54.0% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.5%+14.8pp | 82.8%+8.5pp |
| Annual return | 12.59% | 50.05%-37.5pp | 176.28%-163.7pp | 578.55%-566.0pp |
| Employer contribution / active EE | $821 | $4,333-81.1% | $3,679-77.7% | $4,876-83.2% |
| Participant deferral / active EE | $1,974 | $4,478-55.9% | $3,897-49.3% | $5,439-63.7% |
| Admin fee / account holder | $1,616 | $6,332-74.5% | $5,194-68.9% | $10,885-85.2% |