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 | $31,481 | $175,202-82.0% | $149,673-79.0% | $139,434-77.4% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 17.56% | 166.71%-149.1pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,690 | $5,474-69.1% | $4,818-64.9% | $4,751-64.4% |
| Participant deferral / active EE | $5,069 | $6,519-22.2% | $5,680-10.8% | $6,710-24.5% |
| Admin fee / account holder | $305 | $16,150-98.1% | $13,210-97.7% | $11,403-97.3% |