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 | $52,294 | $144,119-63.7% | $117,854-55.6% | $147,584-64.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 23.96% | 531.15%-507.2pp | 335.08%-311.1pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,559 | $4,896-47.7% | $3,786-32.4% | $4,876-47.5% |
| Participant deferral / active EE | $8,479 | $5,316+59.5% | $4,482+89.2% | $5,439+55.9% |
| Admin fee / account holder | $460 | $10,886-95.8% | $8,020-94.3% | $10,885-95.8% |