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 | $75,919 | $144,119-47.3% | $117,854-35.6% | $147,584-48.6% |
| Participation rate | 78.6% | 83.4%-4.8pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 14.35% | 531.15%-516.8pp | 335.08%-320.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,294 | $4,896-73.6% | $3,786-65.8% | $4,876-73.5% |
| Participant deferral / active EE | $2,278 | $5,316-57.1% | $4,482-49.2% | $5,439-58.1% |
| Admin fee / account holder | $3,856 | $10,886-64.6% | $8,020-51.9% | $10,885-64.6% |