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 | $63,926 | $159,901-60.0% | $146,958-56.5% | $145,922-56.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 11.78% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,923 | $5,286-44.7% | $4,933-40.7% | $4,660-37.3% |
| Participant deferral / active EE | $7,621 | $8,428-9.6% | $8,070-5.6% | $6,688+14.0% |
| Admin fee / account holder | $28,428 | $15,044+89.0% | $12,998+118.7% | $13,397+112.2% |