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 | $27,733 | $99,020-72.0% | $86,590-68.0% | $147,584-81.2% |
| Participation rate | 70.6% | 76.3%-5.8pp | 73.5%-3.0pp | 82.8%-12.2pp |
| Annual return | 18.30% | 1312.34%-1294.0pp | 964.84%-946.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $777 | $3,132-75.2% | $2,839-72.6% | $4,876-84.1% |
| Participant deferral / active EE | $720 | $3,972-81.9% | $3,609-80.1% | $5,439-86.8% |
| Admin fee / account holder | $859 | $5,710-85.0% | $4,906-82.5% | $10,885-92.1% |