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 | $76,407 | $105,998-27.9% | $92,233-17.2% | $147,584-48.2% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 17.78% | 50.05%-32.3pp | 176.28%-158.5pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,040 | $4,333-52.9% | $3,679-44.6% | $4,876-58.2% |
| Participant deferral / active EE | $3,510 | $4,478-21.6% | $3,897-9.9% | $5,439-35.5% |
| Admin fee / account holder | $425 | $6,332-93.3% | $5,194-91.8% | $10,885-96.1% |