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 | $17,581 | $105,998-83.4% | $92,233-80.9% | $147,584-88.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 14.16% | 50.05%-35.9pp | 176.28%-162.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,625 | $4,333-62.5% | $3,679-55.8% | $4,876-66.7% |
| Participant deferral / active EE | $3,197 | $4,478-28.6% | $3,897-18.0% | $5,439-41.2% |
| Admin fee / account holder | $356 | $6,332-94.4% | $5,194-93.2% | $10,885-96.7% |