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 | $67,353 | $102,966-34.6% | $90,281-25.4% | $152,861-55.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 24.90% | 95.16%-70.3pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,887 | $3,139-39.9% | $2,854-33.9% | $4,762-60.4% |
| Participant deferral / active EE | $6,368 | $4,281+48.7% | $3,885+63.9% | $5,850+8.8% |
| Admin fee / account holder | $1,572 | $6,171-74.5% | $5,351-70.6% | $11,596-86.4% |