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 | $46,009 | $107,334-57.1% | $92,893-50.5% | $152,861-69.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 25.04% | 145.58%-120.5pp | 109.41%-84.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,981 | $4,221-29.4% | $3,653-18.4% | $4,762-37.4% |
| Participant deferral / active EE | $9,120 | $4,845+88.2% | $4,236+115.3% | $5,850+55.9% |
| Admin fee / account holder | $641 | $7,079-90.9% | $5,794-88.9% | $11,596-94.5% |