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 | $28,750 | $127,264-77.4% | $109,895-73.8% | $167,490-82.8% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.2%+2.0pp | 82.1%-5.9pp |
| Annual return | 14.49% | 22.97%-8.5pp | 29.45%-15.0pp | 478.56%-464.1pp |
| Employer contribution / active EE | $847 | $3,322-74.5% | $2,842-70.2% | $4,837-82.5% |
| Participant deferral / active EE | $985 | $4,514-78.2% | $4,048-75.7% | $6,341-84.5% |
| Admin fee / account holder | $2,139 | $7,114-69.9% | $6,066-64.7% | $12,309-82.6% |