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 | $65,531 | $144,119-54.5% | $117,854-44.4% | $147,584-55.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 19.54% | 531.15%-511.6pp | 335.08%-315.5pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,219 | $4,896-34.3% | $3,786-15.0% | $4,876-34.0% |
| Participant deferral / active EE | $2,726 | $5,316-48.7% | $4,482-39.2% | $5,439-49.9% |
| Admin fee / account holder | $811 | $10,886-92.5% | $8,020-89.9% | $10,885-92.5% |