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 | $69,655 | $105,998-34.3% | $92,233-24.5% | $147,584-52.8% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 14.99% | 50.05%-35.1pp | 176.28%-161.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,868 | $4,333-33.8% | $3,679-22.1% | $4,876-41.2% |
| Participant deferral / active EE | $11,869 | $4,478+165.1% | $3,897+204.6% | $5,439+118.2% |
| Admin fee / account holder | $873 | $6,332-86.2% | $5,194-83.2% | $10,885-92.0% |