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 | $41,342 | $65,409-36.8% | $98,442-58.0% | $85,850-51.8% |
| Participation rate | 72.0% | 65.0%+7.0pp | 73.3%-1.3pp | 69.3%+2.7pp |
| Annual return | 25.05% | 21.76%+3.3pp | 1492.73%-1467.7pp | 318.53%-293.5pp |
| Employer contribution / active EE | $642 | $2,168-70.4% | $2,960-78.3% | $2,565-75.0% |
| Participant deferral / active EE | $2,090 | $3,166-34.0% | $4,276-51.1% | $3,952-47.1% |
| Admin fee / account holder | $1,283 | $4,593-72.1% | $5,949-78.4% | $6,260-79.5% |