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 | $23,019 | $165,335-86.1% | $149,696-84.6% | $158,922-85.5% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 21.65% | 348.15%-326.5pp | 276.60%-254.9pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,650 | $5,103-67.7% | $4,644-64.5% | $4,761-65.3% |
| Participant deferral / active EE | $2,914 | $7,181-59.4% | $6,842-57.4% | $5,982-51.3% |
| Admin fee / account holder | $400 | $10,807-96.3% | $9,309-95.7% | $11,246-96.4% |