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 | $42,209 | $166,020-74.6% | $164,866-74.4% | $145,959-71.1% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 12.79% | 100.08%-87.3pp | 69.97%-57.2pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,183 | $5,275-58.6% | $4,343-49.7% | $4,661-53.2% |
| Participant deferral / active EE | $3,300 | $6,961-52.6% | $6,033-45.3% | $6,689-50.7% |
| Admin fee / account holder | $464 | $16,644-97.2% | $12,689-96.3% | $13,398-96.5% |