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 | $36,521 | $232,540-84.3% | $185,117-80.3% | $147,584-75.3% |
| Participation rate | 72.7% | 82.4%-9.6pp | 77.3%-4.5pp | 82.8%-10.1pp |
| Annual return | 17.57% | 43.03%-25.5pp | 40.50%-22.9pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,813 | $5,195-45.8% | $4,182-32.7% | $4,876-42.3% |
| Participant deferral / active EE | $5,978 | $5,834+2.5% | $5,045+18.5% | $5,439+9.9% |
| Admin fee / account holder | $490 | $10,275-95.2% | $8,159-94.0% | $10,885-95.5% |