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 | $33,089 | $92,703-64.3% | $82,719-60.0% | $134,475-75.4% |
| Participation rate | 87.0% | 75.2%+11.8pp | 72.6%+14.4pp | 81.2%+5.7pp |
| Annual return | 54.26% | 944.92%-890.7pp | 701.18%-646.9pp | 417.96%-363.7pp |
| Employer contribution / active EE | $2,621 | $3,274-20.0% | $3,009-12.9% | $4,740-44.7% |
| Participant deferral / active EE | $4,217 | $4,802-12.2% | $4,395-4.0% | $6,400-34.1% |
| Admin fee / account holder | $1,345 | $5,983-77.5% | $5,329-74.8% | $11,426-88.2% |