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 | $40,930 | $158,398-74.2% | $126,539-67.7% | $142,382-71.3% |
| Participation rate | 78.6% | 75.8%+2.8pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 18.86% | 593.76%-574.9pp | 425.95%-407.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,798 | $4,650-61.3% | $3,674-51.1% | $4,299-58.2% |
| Participant deferral / active EE | $1,414 | $4,767-70.3% | $4,083-65.4% | $6,507-78.3% |
| Admin fee / account holder | $538 | $6,918-92.2% | $6,065-91.1% | $12,624-95.7% |