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 | $40,117 | $232,540-82.7% | $185,117-78.3% | $147,584-72.8% |
| Participation rate | 82.4% | 82.4%0pp | 77.3%+5.1pp | 82.8%-0.5pp |
| Annual return | 16.61% | 43.03%-26.4pp | 40.50%-23.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $592 | $5,195-88.6% | $4,182-85.8% | $4,876-87.9% |
| Participant deferral / active EE | $2,697 | $5,834-53.8% | $5,045-46.5% | $5,439-50.4% |
| Admin fee / account holder | $4,309 | $10,275-58.1% | $8,159-47.2% | $10,885-60.4% |