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 | $44,687 | $105,998-57.8% | $92,233-51.6% | $147,584-69.7% |
| Participation rate | 73.9% | 80.4%-6.5pp | 76.5%-2.6pp | 82.8%-8.9pp |
| Annual return | 15.69% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $976 | $4,333-77.5% | $3,679-73.5% | $4,876-80.0% |
| Participant deferral / active EE | $1,613 | $4,478-64.0% | $3,897-58.6% | $5,439-70.3% |
| Admin fee / account holder | $8,349 | $6,332+31.9% | $5,194+60.8% | $10,885-23.3% |