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 | $70,503 | $104,486-32.5% | $76,817-8.2% | $152,861-53.9% |
| Participation rate | 85.0% | 76.6%+8.4pp | 72.1%+12.9pp | 82.4%+2.6pp |
| Annual return | 42.05% | 1013.37%-971.3pp | 1166.11%-1124.1pp | 345.32%-303.3pp |
| Employer contribution / active EE | $1,873 | $3,116-39.9% | $2,302-18.6% | $4,762-60.7% |
| Participant deferral / active EE | $1,376 | $4,236-67.5% | $3,336-58.7% | $5,850-76.5% |
| Admin fee / account holder | $2,827 | $12,275-77.0% | $6,420-56.0% | $11,596-75.6% |