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 | $74,397 | $144,119-48.4% | $117,854-36.9% | $147,584-49.6% |
| Participation rate | 73.3% | 83.4%-10.1pp | 79.7%-6.3pp | 82.8%-9.5pp |
| Annual return | 12.63% | 531.15%-518.5pp | 335.08%-322.4pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,369 | $4,896-72.0% | $3,786-63.8% | $4,876-71.9% |
| Participant deferral / active EE | $6,338 | $5,316+19.2% | $4,482+41.4% | $5,439+16.5% |
| Admin fee / account holder | $30,879 | $10,886+183.7% | $8,020+285.0% | $10,885+183.7% |