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 | $45,876 | $226,064-79.7% | $182,532-74.9% | $152,861-70.0% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.0%-8.0pp | 82.4%-12.4pp |
| Annual return | 22.92% | 192.51%-169.6pp | 148.54%-125.6pp | 345.32%-322.4pp |
| Employer contribution / active EE | $770 | $4,978-84.5% | $4,076-81.1% | $4,762-83.8% |
| Participant deferral / active EE | $2,022 | $6,368-68.3% | $5,524-63.4% | $5,850-65.4% |
| Admin fee / account holder | $1,557 | $10,703-85.5% | $8,592-81.9% | $11,596-86.6% |