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 | $84,676 | $115,770-26.9% | $101,248-16.4% | $158,922-46.7% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.8%-1.9pp | 82.0%-8.0pp |
| Annual return | 14.12% | 56.14%-42.0pp | 46.47%-32.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $766 | $4,175-81.6% | $3,660-79.1% | $4,761-83.9% |
| Participant deferral / active EE | $3,733 | $4,957-24.7% | $4,370-14.6% | $5,982-37.6% |
| Admin fee / account holder | $772 | $7,245-89.3% | $5,945-87.0% | $11,246-93.1% |