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 | $79,378 | $105,998-25.1% | $92,233-13.9% | $147,584-46.2% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 17.92% | 50.05%-32.1pp | 176.28%-158.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $3,175 | $4,333-26.7% | $3,679-13.7% | $4,876-34.9% |
| Participant deferral / active EE | $7,290 | $4,478+62.8% | $3,897+87.1% | $5,439+34.0% |
| Admin fee / account holder | $6,882 | $6,332+8.7% | $5,194+32.5% | $10,885-36.8% |