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 | $40,017 | $52,353-23.6% | $120,225-66.7% | $82,448-51.5% |
| Participation rate | 71.6% | 58.3%+13.3pp | 69.6%+2.1pp | 68.1%+3.6pp |
| Annual return | 39.53% | 61.85%-22.3pp | 439.23%-399.7pp | 41.64%-2.1pp |
| Employer contribution / active EE | $1,645 | $1,510+8.9% | $3,475-52.7% | $2,551-35.5% |
| Participant deferral / active EE | $2,934 | $2,627+11.7% | $3,999-26.6% | $4,139-29.1% |
| Admin fee / account holder | $9,106 | $4,363+108.7% | $5,696+59.9% | $7,234+25.9% |