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 | $43,658 | $144,119-69.7% | $117,854-63.0% | $147,584-70.4% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | 12.48% | 531.15%-518.7pp | 335.08%-322.6pp | 578.55%-566.1pp |
| Employer contribution / active EE | $945 | $4,896-80.7% | $3,786-75.0% | $4,876-80.6% |
| Participant deferral / active EE | $1,651 | $5,316-68.9% | $4,482-63.2% | $5,439-69.6% |
| Admin fee / account holder | $1,080 | $10,886-90.1% | $8,020-86.5% | $10,885-90.1% |