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 | $22,055 | $105,998-79.2% | $92,233-76.1% | $147,584-85.1% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 14.36% | 50.05%-35.7pp | 176.28%-161.9pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,241 | $4,333-71.4% | $3,679-66.3% | $4,876-74.5% |
| Participant deferral / active EE | $1,426 | $4,478-68.2% | $3,897-63.4% | $5,439-73.8% |
| Admin fee / account holder | $1,537 | $6,332-75.7% | $5,194-70.4% | $10,885-85.9% |