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 | $54,172 | $144,119-62.4% | $117,854-54.0% | $147,584-63.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 26.49% | 531.15%-504.7pp | 335.08%-308.6pp | 578.55%-552.1pp |
| Employer contribution / active EE | $2,378 | $4,896-51.4% | $3,786-37.2% | $4,876-51.2% |
| Participant deferral / active EE | $4,284 | $5,316-19.4% | $4,482-4.4% | $5,439-21.2% |
| Admin fee / account holder | $1,417 | $10,886-87.0% | $8,020-82.3% | $10,885-87.0% |