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 | $46,778 | $73,515-36.4% | $62,995-25.7% | $147,584-68.3% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.8%+16.1pp | 82.8%+8.1pp |
| Annual return | 15.97% | 175.43%-159.5pp | 87.57%-71.6pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,157 | $3,320-35.0% | $2,759-21.8% | $4,876-55.8% |
| Participant deferral / active EE | $8,911 | $4,185+112.9% | $3,329+167.7% | $5,439+63.8% |
| Admin fee / account holder | $1,700 | $5,953-71.4% | $3,600-52.8% | $10,885-84.4% |