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 | $36,095 | $144,119-75.0% | $117,854-69.4% | $147,584-75.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 15.43% | 531.15%-515.7pp | 335.08%-319.6pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,688 | $4,896-65.5% | $3,786-55.4% | $4,876-65.4% |
| Participant deferral / active EE | $2,167 | $5,316-59.2% | $4,482-51.6% | $5,439-60.2% |
| Admin fee / account holder | $816 | $10,886-92.5% | $8,020-89.8% | $10,885-92.5% |