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 | $36,621 | $176,377-79.2% | $134,143-72.7% | $158,922-77.0% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 10.14% | 63.63%-53.5pp | 36.33%-26.2pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,051 | $5,040-59.3% | $3,704-44.6% | $4,761-56.9% |
| Participant deferral / active EE | $982 | $4,091-76.0% | $3,499-71.9% | $5,982-83.6% |
| Admin fee / account holder | $521 | $8,718-94.0% | $6,684-92.2% | $11,246-95.4% |