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 | $31,441 | $97,757-67.8% | $83,848-62.5% | $135,375-76.8% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | 14.24% | 1287.37%-1273.1pp | 850.88%-836.6pp | 519.73%-505.5pp |
| Employer contribution / active EE | $1,156 | $4,222-72.6% | $3,631-68.2% | $4,779-75.8% |
| Participant deferral / active EE | $2,740 | $4,682-41.5% | $4,082-32.9% | $5,609-51.2% |
| Admin fee / account holder | $520 | $6,674-92.2% | $5,478-90.5% | $10,827-95.2% |