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 | $43,413 | $144,119-69.9% | $117,854-63.2% | $147,584-70.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 16.42% | 531.15%-514.7pp | 335.08%-318.7pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,146 | $4,896-76.6% | $3,786-69.7% | $4,876-76.5% |
| Participant deferral / active EE | $4,817 | $5,316-9.4% | $4,482+7.5% | $5,439-11.4% |
| Admin fee / account holder | $1,371 | $10,886-87.4% | $8,020-82.9% | $10,885-87.4% |