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 | $33,612 | $209,411-83.9% | $178,490-81.2% | $158,922-78.8% |
| Participation rate | 81.0% | 86.3%-5.4pp | 81.9%-1.0pp | 82.0%-1.0pp |
| Annual return | 14.40% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,030 | $5,706-64.4% | $5,011-59.5% | $4,761-57.4% |
| Participant deferral / active EE | $3,193 | $5,954-46.4% | $5,202-38.6% | $5,982-46.6% |
| Admin fee / account holder | $1,424 | $17,074-91.7% | $13,984-89.8% | $11,246-87.3% |