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 | $45,183 | $105,998-57.4% | $92,233-51.0% | $147,584-69.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 14.69% | 50.05%-35.4pp | 176.28%-161.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,532 | $4,333-64.6% | $3,679-58.4% | $4,876-68.6% |
| Participant deferral / active EE | $4,948 | $4,478+10.5% | $3,897+27.0% | $5,439-9.0% |
| Admin fee / account holder | $584 | $6,332-90.8% | $5,194-88.8% | $10,885-94.6% |