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 | $22,872 | $109,327-79.1% | $89,391-74.4% | $158,922-85.6% |
| Participation rate | 72.7% | 74.3%-1.5pp | 68.0%+4.7pp | 82.0%-9.2pp |
| Annual return | 11.91% | 345.68%-333.8pp | 245.62%-233.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $940 | $3,170-70.3% | $2,586-63.6% | $4,761-80.3% |
| Participant deferral / active EE | $1,459 | $4,598-68.3% | $3,890-62.5% | $5,982-75.6% |
| Admin fee / account holder | $3,217 | $6,153-47.7% | $4,881-34.1% | $11,246-71.4% |