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 | $42,071 | $73,515-42.8% | $62,995-33.2% | $147,584-71.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 10.01% | 175.43%-165.4pp | 87.57%-77.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $2,154 | $3,320-35.1% | $2,759-21.9% | $4,876-55.8% |
| Participant deferral / active EE | $3,222 | $4,185-23.0% | $3,329-3.2% | $5,439-40.8% |
| Admin fee / account holder | $2,133 | $5,953-64.2% | $3,600-40.7% | $10,885-80.4% |