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 | $29,840 | $232,540-87.2% | $185,117-83.9% | $147,584-79.8% |
| Participation rate | 73.3% | 82.4%-9.0pp | 77.3%-3.9pp | 82.8%-9.5pp |
| Annual return | 23.83% | 43.03%-19.2pp | 40.50%-16.7pp | 578.55%-554.7pp |
| Employer contribution / active EE | $2,506 | $5,195-51.8% | $4,182-40.1% | $4,876-48.6% |
| Participant deferral / active EE | $7,640 | $5,834+31.0% | $5,045+51.4% | $5,439+40.5% |
| Admin fee / account holder | $606 | $10,275-94.1% | $8,159-92.6% | $10,885-94.4% |