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 | $35,407 | $100,901-64.9% | $75,670-53.2% | $147,584-76.0% |
| Participation rate | 76.2% | 77.1%-0.9pp | 72.3%+3.8pp | 82.8%-6.6pp |
| Annual return | 21.61% | 35.78%-14.2pp | 27.34%-5.7pp | 578.55%-556.9pp |
| Employer contribution / active EE | $280 | $3,253-91.4% | $2,352-88.1% | $4,876-94.3% |
| Participant deferral / active EE | $863 | $4,027-78.6% | $3,142-72.5% | $5,439-84.1% |
| Admin fee / account holder | $1,170 | $11,285-89.6% | $5,800-79.8% | $10,885-89.3% |