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 | $65,325 | $105,998-38.4% | $92,233-29.2% | $147,584-55.7% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 17.35% | 50.05%-32.7pp | 176.28%-158.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,179 | $4,333-72.8% | $3,679-68.0% | $4,876-75.8% |
| Participant deferral / active EE | $1,892 | $4,478-57.7% | $3,897-51.4% | $5,439-65.2% |
| Admin fee / account holder | $4,855 | $6,332-23.3% | $5,194-6.5% | $10,885-55.4% |