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 | $25,694 | $140,940-81.8% | $112,229-77.1% | $139,434-81.6% |
| Participation rate | 71.4% | 79.2%-7.8pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 16.40% | 32.71%-16.3pp | 30.20%-13.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $945 | $4,283-77.9% | $3,430-72.5% | $4,751-80.1% |
| Participant deferral / active EE | $1,653 | $5,874-71.9% | $4,798-65.6% | $6,710-75.4% |
| Admin fee / account holder | $383 | $9,954-96.1% | $7,748-95.1% | $11,403-96.6% |