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 | $77,207 | $73,515+5.0% | $62,995+22.6% | $147,584-47.7% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.8%-4.8pp | 82.8%-12.8pp |
| Annual return | 12.66% | 175.43%-162.8pp | 87.57%-74.9pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,507 | $3,320-24.5% | $2,759-9.1% | $4,876-48.6% |
| Participant deferral / active EE | $1,254 | $4,185-70.0% | $3,329-62.4% | $5,439-77.0% |
| Admin fee / account holder | $4,834 | $5,953-18.8% | $3,600+34.3% | $10,885-55.6% |