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 | $65,216 | $144,119-54.7% | $117,854-44.7% | $147,584-55.8% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 15.94% | 531.15%-515.2pp | 335.08%-319.1pp | 578.55%-562.6pp |
| Employer contribution / active EE | $935 | $4,896-80.9% | $3,786-75.3% | $4,876-80.8% |
| Participant deferral / active EE | $1,695 | $5,316-68.1% | $4,482-62.2% | $5,439-68.8% |
| Admin fee / account holder | $894 | $10,886-91.8% | $8,020-88.9% | $10,885-91.8% |