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 | $31,007 | $80,968-61.7% | $96,544-67.9% | $75,163-58.7% |
| Participation rate | 71.7% | 71.8%-0.1pp | 76.0%-4.3pp | 67.2%+4.5pp |
| Annual return | 19.26% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $960 | $2,282-57.9% | $2,965-67.6% | $2,670-64.0% |
| Participant deferral / active EE | $3,223 | $3,928-18.0% | $4,851-33.6% | $4,125-21.9% |
| Admin fee / account holder | $1,373 | $6,724-79.6% | $8,252-83.4% | $5,651-75.7% |