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 | $32,716 | $100,852-67.6% | $90,404-63.8% | $158,922-79.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 12.28% | 1724.20%-1711.9pp | 1293.02%-1280.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $396 | $3,689-89.3% | $3,262-87.8% | $4,761-91.7% |
| Participant deferral / active EE | $2,098 | $4,348-51.7% | $3,963-47.1% | $5,982-64.9% |
| Admin fee / account holder | $4,108 | $6,501-36.8% | $5,611-26.8% | $11,246-63.5% |