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 | $43,657 | $116,175-62.4% | $93,606-53.4% | $152,861-71.4% |
| Participation rate | 90.9% | 78.0%+12.9pp | 75.8%+15.1pp | 82.4%+8.5pp |
| Annual return | 26.50% | 35.96%-9.5pp | 32.76%-6.3pp | 345.32%-318.8pp |
| Employer contribution / active EE | $776 | $3,218-75.9% | $2,718-71.5% | $4,762-83.7% |
| Participant deferral / active EE | $3,879 | $4,603-15.7% | $4,069-4.7% | $5,850-33.7% |
| Admin fee / account holder | $672 | $10,748-93.8% | $7,888-91.5% | $11,596-94.2% |