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 | $36,155 | $202,432-82.1% | $169,368-78.7% | $139,434-74.1% |
| Participation rate | 73.3% | 81.1%-7.7pp | 77.1%-3.8pp | 80.3%-7.0pp |
| Annual return | 26.29% | 531.74%-505.4pp | 405.60%-379.3pp | 372.94%-346.7pp |
| Employer contribution / active EE | $2,000 | $4,692-57.4% | $4,013-50.2% | $4,751-57.9% |
| Participant deferral / active EE | $3,977 | $6,938-42.7% | $6,221-36.1% | $6,710-40.7% |
| Admin fee / account holder | $793 | $10,708-92.6% | $9,003-91.2% | $11,403-93.0% |