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 | $38,965 | $232,540-83.2% | $185,117-79.0% | $147,584-73.6% |
| Participation rate | 76.9% | 82.4%-5.4pp | 77.3%-0.3pp | 82.8%-5.9pp |
| Annual return | 16.53% | 43.03%-26.5pp | 40.50%-24.0pp | 578.55%-562.0pp |
| Employer contribution / active EE | $924 | $5,195-82.2% | $4,182-77.9% | $4,876-81.1% |
| Participant deferral / active EE | $1,883 | $5,834-67.7% | $5,045-62.7% | $5,439-65.4% |
| Admin fee / account holder | $1,240 | $10,275-87.9% | $8,159-84.8% | $10,885-88.6% |