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 | $71,144 | $105,998-32.9% | $92,233-22.9% | $147,584-51.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 17.12% | 50.05%-32.9pp | 176.28%-159.2pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,621 | $4,333-39.5% | $3,679-28.8% | $4,876-46.2% |
| Participant deferral / active EE | $3,174 | $4,478-29.1% | $3,897-18.5% | $5,439-41.6% |
| Admin fee / account holder | $11,087 | $6,332+75.1% | $5,194+113.5% | $10,885+1.9% |