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 | $38,956 | $116,175-66.5% | $93,606-58.4% | $152,861-74.5% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 17.10% | 35.96%-18.9pp | 32.76%-15.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $960 | $3,218-70.2% | $2,718-64.7% | $4,762-79.8% |
| Participant deferral / active EE | $1,708 | $4,603-62.9% | $4,069-58.0% | $5,850-70.8% |
| Admin fee / account holder | $429 | $10,748-96.0% | $7,888-94.6% | $11,596-96.3% |