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 | $78,481 | $105,998-26.0% | $92,233-14.9% | $147,584-46.8% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 26.36% | 50.05%-23.7pp | 176.28%-149.9pp | 578.55%-552.2pp |
| Employer contribution / active EE | $2,786 | $4,333-35.7% | $3,679-24.3% | $4,876-42.9% |
| Participant deferral / active EE | $6,953 | $4,478+55.3% | $3,897+78.4% | $5,439+27.8% |
| Admin fee / account holder | $13,434 | $6,332+112.1% | $5,194+158.7% | $10,885+23.4% |