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 | $65,508 | $144,119-54.5% | $117,854-44.4% | $147,584-55.6% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 12.60% | 531.15%-518.5pp | 335.08%-322.5pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,665 | $4,896-45.6% | $3,786-29.6% | $4,876-45.3% |
| Participant deferral / active EE | $6,060 | $5,316+14.0% | $4,482+35.2% | $5,439+11.4% |
| Admin fee / account holder | $39,813 | $10,886+265.7% | $8,020+396.4% | $10,885+265.8% |