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 | $38,423 | $115,882-66.8% | $100,516-61.8% | $158,922-75.8% |
| Participation rate | 76.5% | 81.6%-5.1pp | 79.4%-2.9pp | 82.0%-5.5pp |
| Annual return | 16.12% | 34.79%-18.7pp | 30.89%-14.8pp | 302.83%-286.7pp |
| Employer contribution / active EE | $433 | $4,103-89.5% | $3,418-87.3% | $4,761-90.9% |
| Participant deferral / active EE | $4,490 | $6,674-32.7% | $6,270-28.4% | $5,982-24.9% |
| Admin fee / account holder | $510 | $10,995-95.4% | $8,081-93.7% | $11,246-95.5% |