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 | $36,484 | $144,119-74.7% | $117,854-69.0% | $147,584-75.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 9.06% | 531.15%-522.1pp | 335.08%-326.0pp | 578.55%-569.5pp |
| Employer contribution / active EE | $1,668 | $4,896-65.9% | $3,786-55.9% | $4,876-65.8% |
| Participant deferral / active EE | $4,421 | $5,316-16.8% | $4,482-1.3% | $5,439-18.7% |
| Admin fee / account holder | $17,784 | $10,886+63.4% | $8,020+121.7% | $10,885+63.4% |