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 | $36,635 | $181,894-79.9% | $156,549-76.6% | $273,961-86.6% |
| Participation rate | 78.9% | 88.4%-9.4pp | 84.0%-5.1pp | 83.0%-4.1pp |
| Annual return | 44.81% | 30.74%+14.1pp | 32.23%+12.6pp | 41.45%+3.4pp |
| Employer contribution / active EE | $1,414 | $6,248-77.4% | $5,501-74.3% | $4,869-70.9% |
| Participant deferral / active EE | $2,251 | $5,550-59.4% | $4,871-53.8% | $5,287-57.4% |
| Admin fee / account holder | $365 | $15,559-97.7% | $13,027-97.2% | $10,132-96.4% |