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 | $33,582 | $144,119-76.7% | $117,854-71.5% | $147,584-77.2% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 12.89% | 531.15%-518.3pp | 335.08%-322.2pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,062 | $4,896-57.9% | $3,786-45.5% | $4,876-57.7% |
| Participant deferral / active EE | $5,278 | $5,316-0.7% | $4,482+17.8% | $5,439-3.0% |
| Admin fee / account holder | $11,864 | $10,886+9.0% | $8,020+47.9% | $10,885+9.0% |