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 | $68,952 | $117,381-41.3% | $99,443-30.7% | $152,861-54.9% |
| Participation rate | 72.7% | 77.5%-4.8pp | 73.8%-1.1pp | 82.4%-9.7pp |
| Annual return | 22.00% | 31.87%-9.9pp | 30.72%-8.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $455 | $3,013-84.9% | $2,540-82.1% | $4,762-90.5% |
| Participant deferral / active EE | $3,143 | $4,086-23.1% | $3,619-13.2% | $5,850-46.3% |
| Admin fee / account holder | $937 | $7,631-87.7% | $6,250-85.0% | $11,596-91.9% |