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 | $29,347 | $102,966-71.5% | $90,281-67.5% | $152,861-80.8% |
| Participation rate | 70.6% | 75.9%-5.3pp | 73.3%-2.7pp | 82.4%-11.9pp |
| Annual return | 20.27% | 95.16%-74.9pp | 78.10%-57.8pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,275 | $3,139-59.4% | $2,854-55.3% | $4,762-73.2% |
| Participant deferral / active EE | $1,587 | $4,281-62.9% | $3,885-59.2% | $5,850-72.9% |
| Admin fee / account holder | $2,466 | $6,171-60.0% | $5,351-53.9% | $11,596-78.7% |