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 | $78,919 | $105,998-25.5% | $92,233-14.4% | $147,584-46.5% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 18.38% | 50.05%-31.7pp | 176.28%-157.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,293 | $4,333-47.1% | $3,679-37.7% | $4,876-53.0% |
| Participant deferral / active EE | $4,916 | $4,478+9.8% | $3,897+26.1% | $5,439-9.6% |
| Admin fee / account holder | $3,609 | $6,332-43.0% | $5,194-30.5% | $10,885-66.8% |