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 | $43,227 | $209,411-79.4% | $178,490-75.8% | $158,922-72.8% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 12.40% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,919 | $5,706-66.4% | $5,011-61.7% | $4,761-59.7% |
| Participant deferral / active EE | $4,520 | $5,954-24.1% | $5,202-13.1% | $5,982-24.4% |
| Admin fee / account holder | $1,181 | $17,074-93.1% | $13,984-91.6% | $11,246-89.5% |