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 | $57,609 | $107,334-46.3% | $92,893-38.0% | $152,861-62.3% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 15.43% | 145.58%-130.2pp | 109.41%-94.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $867 | $4,221-79.5% | $3,653-76.3% | $4,762-81.8% |
| Participant deferral / active EE | $1,983 | $4,845-59.1% | $4,236-53.2% | $5,850-66.1% |
| Admin fee / account holder | $932 | $7,079-86.8% | $5,794-83.9% | $11,596-92.0% |