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 7-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 | $11,056 | $74,888-85.2% | $71,209-84.5% | $142,382-92.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 17.32% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $704 | $2,854-75.3% | $2,721-74.1% | $4,299-83.6% |
| Participant deferral / active EE | $1,080 | $4,454-75.7% | $4,175-74.1% | $6,507-83.4% |
| Admin fee / account holder | $602 | $5,568-89.2% | $5,349-88.7% | $12,624-95.2% |