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 | $74,961 | $105,998-29.3% | $92,233-18.7% | $147,584-49.2% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 12.38% | 50.05%-37.7pp | 176.28%-163.9pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,633 | $4,333-62.3% | $3,679-55.6% | $4,876-66.5% |
| Participant deferral / active EE | $3,200 | $4,478-28.5% | $3,897-17.9% | $5,439-41.2% |
| Admin fee / account holder | $33,970 | $6,332+436.5% | $5,194+554.1% | $10,885+212.1% |