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 | $55,342 | $144,119-61.6% | $117,854-53.0% | $147,584-62.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 12.89% | 531.15%-518.3pp | 335.08%-322.2pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,764 | $4,896-64.0% | $3,786-53.4% | $4,876-63.8% |
| Participant deferral / active EE | $3,443 | $5,316-35.2% | $4,482-23.2% | $5,439-36.7% |
| Admin fee / account holder | $2,212 | $10,886-79.7% | $8,020-72.4% | $10,885-79.7% |