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 | $27,094 | $99,020-72.6% | $86,590-68.7% | $147,584-81.6% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 11.79% | 1312.34%-1300.5pp | 964.84%-953.0pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,234 | $3,132-28.7% | $2,839-21.3% | $4,876-54.2% |
| Participant deferral / active EE | $462 | $3,972-88.4% | $3,609-87.2% | $5,439-91.5% |
| Admin fee / account holder | $598 | $5,710-89.5% | $4,906-87.8% | $10,885-94.5% |