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 | $65,585 | $105,181-37.6% | $159,436-58.9% | $85,850-23.6% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.8%-9.1pp | 69.3%+4.4pp |
| Annual return | 14.74% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $5,425 | $3,318+63.5% | $4,829+12.3% | $2,565+111.5% |
| Participant deferral / active EE | $4,595 | $5,945-22.7% | $7,352-37.5% | $3,952+16.3% |
| Admin fee / account holder | $754 | $6,933-89.1% | $10,799-93.0% | $6,260-88.0% |