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 | $43,924 | $144,119-69.5% | $117,854-62.7% | $147,584-70.2% |
| Participation rate | 79.2% | 83.4%-4.3pp | 79.7%-0.5pp | 82.8%-3.7pp |
| Annual return | 15.87% | 531.15%-515.3pp | 335.08%-319.2pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,319 | $4,896-52.6% | $3,786-38.8% | $4,876-52.5% |
| Participant deferral / active EE | $4,304 | $5,316-19.0% | $4,482-4.0% | $5,439-20.9% |
| Admin fee / account holder | $1,485 | $10,886-86.4% | $8,020-81.5% | $10,885-86.4% |