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 | $39,371 | $105,998-62.9% | $92,233-57.3% | $147,584-73.3% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 17.00% | 50.05%-33.0pp | 176.28%-159.3pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,014 | $4,333-76.6% | $3,679-72.4% | $4,876-79.2% |
| Participant deferral / active EE | $2,414 | $4,478-46.1% | $3,897-38.0% | $5,439-55.6% |
| Admin fee / account holder | $3,252 | $6,332-48.6% | $5,194-37.4% | $10,885-70.1% |