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 | $72,947 | $104,486-30.2% | $76,817-5.0% | $152,861-52.3% |
| Participation rate | 83.3% | 76.6%+6.7pp | 72.1%+11.3pp | 82.4%+0.9pp |
| Annual return | 26.46% | 1013.37%-986.9pp | 1166.11%-1139.6pp | 345.32%-318.9pp |
| Employer contribution / active EE | $566 | $3,116-81.8% | $2,302-75.4% | $4,762-88.1% |
| Participant deferral / active EE | $2,010 | $4,236-52.5% | $3,336-39.7% | $5,850-65.6% |
| Admin fee / account holder | $5,170 | $12,275-57.9% | $6,420-19.5% | $11,596-55.4% |