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 | $69,355 | $73,515-5.7% | $62,995+10.1% | $147,584-53.0% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.8%+17.5pp | 82.8%+9.5pp |
| Annual return | 12.53% | 175.43%-162.9pp | 87.57%-75.0pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,401 | $3,320-57.8% | $2,759-49.2% | $4,876-71.3% |
| Participant deferral / active EE | $1,401 | $4,185-66.5% | $3,329-57.9% | $5,439-74.2% |
| Admin fee / account holder | $2,839 | $5,953-52.3% | $3,600-21.1% | $10,885-73.9% |