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 | $69,937 | $105,998-34.0% | $92,233-24.2% | $147,584-52.6% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.5%+14.8pp | 82.8%+8.5pp |
| Annual return | 17.08% | 50.05%-33.0pp | 176.28%-159.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,243 | $4,333-71.3% | $3,679-66.2% | $4,876-74.5% |
| Participant deferral / active EE | $4,237 | $4,478-5.4% | $3,897+8.7% | $5,439-22.1% |
| Admin fee / account holder | $12,589 | $6,332+98.8% | $5,194+142.4% | $10,885+15.7% |