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 | $79,752 | $73,515+8.5% | $62,995+26.6% | $147,584-46.0% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.8%+1.4pp | 82.8%-6.6pp |
| Annual return | 18.59% | 175.43%-156.8pp | 87.57%-69.0pp | 578.55%-560.0pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,823 | $4,185+39.1% | $3,329+74.9% | $5,439+7.1% |
| Admin fee / account holder | $9,321 | $5,953+56.6% | $3,600+158.9% | $10,885-14.4% |