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 | $48,523 | $105,998-54.2% | $92,233-47.4% | $147,584-67.1% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 18.76% | 50.05%-31.3pp | 176.28%-157.5pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,808 | $4,333-58.3% | $3,679-50.9% | $4,876-62.9% |
| Participant deferral / active EE | $3,468 | $4,478-22.5% | $3,897-11.0% | $5,439-36.2% |
| Admin fee / account holder | $2,072 | $6,332-67.3% | $5,194-60.1% | $10,885-81.0% |