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 | $24,051 | $115,770-79.2% | $101,248-76.2% | $158,922-84.9% |
| Participation rate | 73.7% | 79.4%-5.7pp | 75.8%-2.1pp | 82.0%-8.3pp |
| Annual return | 10.72% | 56.14%-45.4pp | 46.47%-35.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,500 | $4,175-64.1% | $3,660-59.0% | $4,761-68.5% |
| Participant deferral / active EE | $1,500 | $4,957-69.7% | $4,370-65.7% | $5,982-74.9% |
| Admin fee / account holder | $10,481 | $7,245+44.7% | $5,945+76.3% | $11,246-6.8% |