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 | $64,575 | $105,998-39.1% | $92,233-30.0% | $147,584-56.2% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 17.91% | 50.05%-32.1pp | 176.28%-158.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,337 | $4,333-69.2% | $3,679-63.7% | $4,876-72.6% |
| Participant deferral / active EE | $3,843 | $4,478-14.2% | $3,897-1.4% | $5,439-29.3% |
| Admin fee / account holder | $329 | $6,332-94.8% | $5,194-93.7% | $10,885-97.0% |