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 | $33,776 | $148,534-77.3% | $135,903-75.1% | $139,434-75.8% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.6pp | 80.3%-2.1pp |
| Annual return | 27.61% | 79.19%-51.6pp | 68.23%-40.6pp | 372.94%-345.3pp |
| Employer contribution / active EE | $1,728 | $5,243-67.0% | $4,856-64.4% | $4,751-63.6% |
| Participant deferral / active EE | $4,737 | $8,100-41.5% | $7,758-38.9% | $6,710-29.4% |
| Admin fee / account holder | $781 | $12,400-93.7% | $10,762-92.7% | $11,403-93.1% |