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 | $43,710 | $198,466-78.0% | $170,442-74.4% | $147,584-70.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 22.18% | 257.29%-235.1pp | 205.93%-183.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,432 | $6,184-76.8% | $5,433-73.7% | $4,876-70.6% |
| Participant deferral / active EE | $10,749 | $5,629+90.9% | $4,939+117.6% | $5,439+97.6% |
| Admin fee / account holder | $676 | $16,852-96.0% | $13,880-95.1% | $10,885-93.8% |