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 | $40,167 | $156,846-74.4% | $121,098-66.8% | $139,434-71.2% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 20.27% | 1474.56%-1454.3pp | 985.75%-965.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $617 | $5,536-88.9% | $4,164-85.2% | $4,751-87.0% |
| Participant deferral / active EE | $3,782 | $4,844-21.9% | $4,080-7.3% | $6,710-43.6% |
| Admin fee / account holder | $1,974 | $6,946-71.6% | $5,644-65.0% | $11,403-82.7% |