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 | $23,360 | $158,398-85.3% | $126,539-81.5% | $142,382-83.6% |
| Participation rate | 76.9% | 75.8%+1.1pp | 69.8%+7.1pp | 80.1%-3.2pp |
| Annual return | 14.83% | 593.76%-578.9pp | 425.95%-411.1pp | 217.08%-202.2pp |
| Employer contribution / active EE | $824 | $4,650-82.3% | $3,674-77.6% | $4,299-80.8% |
| Participant deferral / active EE | $2,097 | $4,767-56.0% | $4,083-48.6% | $6,507-67.8% |
| Admin fee / account holder | $5,663 | $6,918-18.1% | $6,065-6.6% | $12,624-55.1% |