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 | $31,164 | $105,998-70.6% | $92,233-66.2% | $147,584-78.9% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 17.55% | 50.05%-32.5pp | 176.28%-158.7pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,661 | $4,333-61.7% | $3,679-54.8% | $4,876-65.9% |
| Participant deferral / active EE | $2,018 | $4,478-54.9% | $3,897-48.2% | $5,439-62.9% |
| Admin fee / account holder | $1,206 | $6,332-81.0% | $5,194-76.8% | $10,885-88.9% |