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 | $36,192 | $144,119-74.9% | $117,854-69.3% | $147,584-75.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 23.97% | 531.15%-507.2pp | 335.08%-311.1pp | 578.55%-554.6pp |
| Employer contribution / active EE | $5,306 | $4,896+8.4% | $3,786+40.1% | $4,876+8.8% |
| Participant deferral / active EE | $10,952 | $5,316+106.0% | $4,482+144.4% | $5,439+101.4% |
| Admin fee / account holder | $1,094 | $10,886-90.0% | $8,020-86.4% | $10,885-90.0% |