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 | $37,472 | $81,208-53.9% | $98,907-62.1% | $79,858-53.1% |
| Participation rate | 71.4% | 72.5%-1.1pp | 76.0%-4.6pp | 69.6%+1.8pp |
| Annual return | 15.32% | 60.99%-45.7pp | 196.43%-181.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $849 | $1,960-56.7% | $2,689-68.4% | $2,471-65.6% |
| Participant deferral / active EE | $6,322 | $3,265+93.6% | $4,244+48.9% | $3,740+69.0% |
| Admin fee / account holder | $9,246 | $6,013+53.8% | $6,642+39.2% | $5,306+74.2% |