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 | $87,284 | $144,119-39.4% | $117,854-25.9% | $147,584-40.9% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 15.74% | 531.15%-515.4pp | 335.08%-319.3pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,886 | $4,896-61.5% | $3,786-50.2% | $4,876-61.3% |
| Participant deferral / active EE | $3,303 | $5,316-37.9% | $4,482-26.3% | $5,439-39.3% |
| Admin fee / account holder | $4,439 | $10,886-59.2% | $8,020-44.6% | $10,885-59.2% |