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 | $53,920 | $105,998-49.1% | $92,233-41.5% | $147,584-63.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 16.11% | 50.05%-33.9pp | 176.28%-160.2pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,713 | $4,333-60.5% | $3,679-53.4% | $4,876-64.9% |
| Participant deferral / active EE | $5,148 | $4,478+15.0% | $3,897+32.1% | $5,439-5.3% |
| Admin fee / account holder | $2,104 | $6,332-66.8% | $5,194-59.5% | $10,885-80.7% |