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 | $45,569 | $198,466-77.0% | $170,442-73.3% | $147,584-69.1% |
| Participation rate | 73.3% | 88.0%-14.6pp | 83.6%-10.3pp | 82.8%-9.5pp |
| Annual return | 14.14% | 257.29%-243.2pp | 205.93%-191.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $3,008 | $6,184-51.4% | $5,433-44.6% | $4,876-38.3% |
| Participant deferral / active EE | $6,494 | $5,629+15.4% | $4,939+31.5% | $5,439+19.4% |
| Admin fee / account holder | $582 | $16,852-96.5% | $13,880-95.8% | $10,885-94.7% |