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 | $24,869 | $115,770-78.5% | $101,248-75.4% | $158,922-84.4% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 9.43% | 56.14%-46.7pp | 46.47%-37.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $939 | $4,175-77.5% | $3,660-74.3% | $4,761-80.3% |
| Participant deferral / active EE | $1,379 | $4,957-72.2% | $4,370-68.4% | $5,982-76.9% |
| Admin fee / account holder | $855 | $7,245-88.2% | $5,945-85.6% | $11,246-92.4% |