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 | $36,631 | $107,334-65.9% | $92,893-60.6% | $152,861-76.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 20.35% | 145.58%-125.2pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,636 | $4,221-61.2% | $3,653-55.2% | $4,762-65.7% |
| Participant deferral / active EE | $3,864 | $4,845-20.3% | $4,236-8.8% | $5,850-34.0% |
| Admin fee / account holder | $839 | $7,079-88.2% | $5,794-85.5% | $11,596-92.8% |