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 | $46,072 | $198,466-76.8% | $170,442-73.0% | $147,584-68.8% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 19.22% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,308 | $6,184-78.9% | $5,433-75.9% | $4,876-73.2% |
| Participant deferral / active EE | $6,190 | $5,629+10.0% | $4,939+25.3% | $5,439+13.8% |
| Admin fee / account holder | $833 | $16,852-95.1% | $13,880-94.0% | $10,885-92.3% |