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 | $19,908 | $99,020-79.9% | $86,590-77.0% | $147,584-86.5% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 9.00% | 1312.34%-1303.3pp | 964.84%-955.8pp | 578.55%-569.5pp |
| Employer contribution / active EE | $1,130 | $3,132-63.9% | $2,839-60.2% | $4,876-76.8% |
| Participant deferral / active EE | $5,506 | $3,972+38.6% | $3,609+52.6% | $5,439+1.2% |
| Admin fee / account holder | $2,502 | $5,710-56.2% | $4,906-49.0% | $10,885-77.0% |