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 | $37,287 | $165,335-77.4% | $149,696-75.1% | $158,922-76.5% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 409.26% | 348.15%+61.1pp | 276.60%+132.7pp | 302.83%+106.4pp |
| Employer contribution / active EE | $2,079 | $5,103-59.3% | $4,644-55.2% | $4,761-56.3% |
| Participant deferral / active EE | $3,052 | $7,181-57.5% | $6,842-55.4% | $5,982-49.0% |
| Admin fee / account holder | $1,678 | $10,807-84.5% | $9,309-82.0% | $11,246-85.1% |