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 | $40,019 | $105,998-62.2% | $92,233-56.6% | $147,584-72.9% |
| Participation rate | 81.3% | 80.4%+0.8pp | 76.5%+4.8pp | 82.8%-1.6pp |
| Annual return | 17.10% | 50.05%-32.9pp | 176.28%-159.2pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,594 | $4,333-63.2% | $3,679-56.7% | $4,876-67.3% |
| Participant deferral / active EE | $3,846 | $4,478-14.1% | $3,897-1.3% | $5,439-29.3% |
| Admin fee / account holder | $4,132 | $6,332-34.8% | $5,194-20.4% | $10,885-62.0% |