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 | $71,862 | $105,998-32.2% | $92,233-22.1% | $147,584-51.3% |
| Participation rate | 78.9% | 80.4%-1.5pp | 76.5%+2.5pp | 82.8%-3.9pp |
| Annual return | 18.02% | 50.05%-32.0pp | 176.28%-158.3pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,423 | $4,333-44.1% | $3,679-34.2% | $4,876-50.3% |
| Participant deferral / active EE | $2,866 | $4,478-36.0% | $3,897-26.4% | $5,439-47.3% |
| Admin fee / account holder | $1,140 | $6,332-82.0% | $5,194-78.0% | $10,885-89.5% |