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 | $46,779 | $144,119-67.5% | $117,854-60.3% | $147,584-68.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 21.98% | 531.15%-509.2pp | 335.08%-313.1pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,183 | $4,896-75.8% | $3,786-68.7% | $4,876-75.7% |
| Participant deferral / active EE | $2,196 | $5,316-58.7% | $4,482-51.0% | $5,439-59.6% |
| Admin fee / account holder | $1,651 | $10,886-84.8% | $8,020-79.4% | $10,885-84.8% |