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 | $14,765 | $81,632-81.9% | $70,449-79.0% | $158,922-90.7% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 12.46% | 208.40%-195.9pp | 109.03%-96.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $774 | $3,217-75.9% | $2,737-71.7% | $4,761-83.7% |
| Participant deferral / active EE | $2,083 | $4,554-54.3% | $3,709-43.8% | $5,982-65.2% |
| Admin fee / account holder | $3,746 | $6,193-39.5% | $3,845-2.6% | $11,246-66.7% |