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 | $36,681 | $100,901-63.6% | $75,670-51.5% | $147,584-75.1% |
| Participation rate | 77.8% | 77.1%+0.6pp | 72.3%+5.4pp | 82.8%-5.1pp |
| Annual return | 17.92% | 35.78%-17.9pp | 27.34%-9.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $561 | $3,253-82.8% | $2,352-76.2% | $4,876-88.5% |
| Participant deferral / active EE | $1,438 | $4,027-64.3% | $3,142-54.2% | $5,439-73.6% |
| Admin fee / account holder | $2,838 | $11,285-74.9% | $5,800-51.1% | $10,885-73.9% |