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 | $34,651 | $101,069-65.7% | $81,478-57.5% | $147,584-76.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 25.37% | 32.40%-7.0pp | 38.78%-13.4pp | 578.55%-553.2pp |
| Employer contribution / active EE | $2,200 | $3,205-31.4% | $2,568-14.3% | $4,876-54.9% |
| Participant deferral / active EE | $2,788 | $4,242-34.3% | $3,537-21.2% | $5,439-48.7% |
| Admin fee / account holder | $391 | $5,812-93.3% | $4,561-91.4% | $10,885-96.4% |