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 | $53,098 | $112,881-53.0% | $90,951-41.6% | $158,922-66.6% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 14.27% | 215.79%-201.5pp | 134.60%-120.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $622 | $2,893-78.5% | $2,122-70.7% | $4,761-86.9% |
| Participant deferral / active EE | $1,243 | $4,128-69.9% | $3,373-63.1% | $5,982-79.2% |
| Admin fee / account holder | $1,110 | $8,041-86.2% | $5,959-81.4% | $11,246-90.1% |