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 | $34,303 | $105,859-67.6% | $90,160-62.0% | $147,584-76.8% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.1pp | 82.8%-10.1pp |
| Annual return | 39.43% | 37.63%+1.8pp | 34.88%+4.5pp | 578.55%-539.1pp |
| Employer contribution / active EE | $687 | $4,126-83.3% | $3,318-79.3% | $4,876-85.9% |
| Participant deferral / active EE | $5,548 | $5,733-3.2% | $5,288+4.9% | $5,439+2.0% |
| Admin fee / account holder | $668 | $8,046-91.7% | $5,943-88.8% | $10,885-93.9% |