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 | $50,372 | $144,119-65.0% | $117,854-57.3% | $147,584-65.9% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 18.98% | 531.15%-512.2pp | 335.08%-316.1pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,522 | $4,896-48.5% | $3,786-33.4% | $4,876-48.3% |
| Participant deferral / active EE | $2,979 | $5,316-44.0% | $4,482-33.5% | $5,439-45.2% |
| Admin fee / account holder | $18,898 | $10,886+73.6% | $8,020+135.6% | $10,885+73.6% |