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 | $82,556 | $105,998-22.1% | $92,233-10.5% | $147,584-44.1% |
| Participation rate | 79.2% | 80.4%-1.2pp | 76.5%+2.7pp | 82.8%-3.7pp |
| Annual return | 19.31% | 50.05%-30.7pp | 176.28%-157.0pp | 578.55%-559.2pp |
| Employer contribution / active EE | $918 | $4,333-78.8% | $3,679-75.1% | $4,876-81.2% |
| Participant deferral / active EE | $3,273 | $4,478-26.9% | $3,897-16.0% | $5,439-39.8% |
| Admin fee / account holder | $1,470 | $6,332-76.8% | $5,194-71.7% | $10,885-86.5% |