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 | $75,658 | $105,998-28.6% | $92,233-18.0% | $147,584-48.7% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 10.57% | 50.05%-39.5pp | 176.28%-165.7pp | 578.55%-568.0pp |
| Employer contribution / active EE | $771 | $4,333-82.2% | $3,679-79.0% | $4,876-84.2% |
| Participant deferral / active EE | $3,086 | $4,478-31.1% | $3,897-20.8% | $5,439-43.3% |
| Admin fee / account holder | $46,262 | $6,332+630.6% | $5,194+790.8% | $10,885+325.0% |