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 | $60,771 | $105,998-42.7% | $92,233-34.1% | $147,584-58.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 19.39% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,442 | $4,333-43.6% | $3,679-33.6% | $4,876-49.9% |
| Participant deferral / active EE | $6,957 | $4,478+55.4% | $3,897+78.5% | $5,439+27.9% |
| Admin fee / account holder | $1,158 | $6,332-81.7% | $5,194-77.7% | $10,885-89.4% |