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 | $65,499 | $107,934-39.3% | $91,989-28.8% | $152,861-57.2% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 22.79% | 89.24%-66.5pp | 69.02%-46.2pp | 345.32%-322.5pp |
| Employer contribution / active EE | $780 | $4,210-81.5% | $3,452-77.4% | $4,762-83.6% |
| Participant deferral / active EE | $3,000 | $6,364-52.9% | $5,923-49.3% | $5,850-48.7% |
| Admin fee / account holder | $587 | $10,520-94.4% | $7,743-92.4% | $11,596-94.9% |