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 | $45,026 | $105,998-57.5% | $92,233-51.2% | $147,584-69.5% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 16.75% | 50.05%-33.3pp | 176.28%-159.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,756 | $4,333-36.4% | $3,679-25.1% | $4,876-43.5% |
| Participant deferral / active EE | $4,065 | $4,478-9.2% | $3,897+4.3% | $5,439-25.3% |
| Admin fee / account holder | $6,348 | $6,332+0.2% | $5,194+22.2% | $10,885-41.7% |