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 | $41,676 | $209,411-80.1% | $178,490-76.7% | $158,922-73.8% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 12.49% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,219 | $5,706-61.1% | $5,011-55.7% | $4,761-53.4% |
| Participant deferral / active EE | $3,314 | $5,954-44.3% | $5,202-36.3% | $5,982-44.6% |
| Admin fee / account holder | $317 | $17,074-98.1% | $13,984-97.7% | $11,246-97.2% |