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 | $40,837 | $105,998-61.5% | $92,233-55.7% | $147,584-72.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 21.94% | 50.05%-28.1pp | 176.28%-154.3pp | 578.55%-556.6pp |
| Employer contribution / active EE | $3,259 | $4,333-24.8% | $3,679-11.4% | $4,876-33.2% |
| Participant deferral / active EE | $9,593 | $4,478+114.2% | $3,897+146.2% | $5,439+76.4% |
| Admin fee / account holder | $13,435 | $6,332+112.2% | $5,194+158.7% | $10,885+23.4% |