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 | $108,481 | $144,119-24.7% | $117,854-8.0% | $147,584-26.5% |
| Participation rate | 76.2% | 83.4%-7.2pp | 79.7%-3.5pp | 82.8%-6.6pp |
| Annual return | 13.68% | 531.15%-517.5pp | 335.08%-321.4pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,288 | $4,896-53.3% | $3,786-39.6% | $4,876-53.1% |
| Participant deferral / active EE | $8,742 | $5,316+64.4% | $4,482+95.1% | $5,439+60.7% |
| Admin fee / account holder | $43,809 | $10,886+302.4% | $8,020+446.2% | $10,885+302.5% |