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 | $28,978 | $116,175-75.1% | $93,606-69.0% | $152,861-81.0% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.4%-11.0pp |
| Annual return | 14.15% | 35.96%-21.8pp | 32.76%-18.6pp | 345.32%-331.2pp |
| Employer contribution / active EE | $948 | $3,218-70.5% | $2,718-65.1% | $4,762-80.1% |
| Participant deferral / active EE | $1,790 | $4,603-61.1% | $4,069-56.0% | $5,850-69.4% |
| Admin fee / account holder | $451 | $10,748-95.8% | $7,888-94.3% | $11,596-96.1% |