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 | $31,914 | $183,519-82.6% | $155,509-79.5% | $145,922-78.1% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 10.69% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,171 | $5,313-78.0% | $4,672-74.9% | $4,660-74.9% |
| Participant deferral / active EE | $2,515 | $6,462-61.1% | $5,626-55.3% | $6,688-62.4% |
| Admin fee / account holder | $2,625 | $19,313-86.4% | $15,912-83.5% | $13,397-80.4% |