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 | $44,493 | $105,998-58.0% | $92,233-51.8% | $147,584-69.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 15.65% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,554 | $4,333-64.1% | $3,679-57.8% | $4,876-68.1% |
| Participant deferral / active EE | $1,554 | $4,478-65.3% | $3,897-60.1% | $5,439-71.4% |
| Admin fee / account holder | $2,329 | $6,332-63.2% | $5,194-55.2% | $10,885-78.6% |