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 | $12,333 | $108,919-88.7% | $100,391-87.7% | $145,922-91.5% |
| Participation rate | 72.2% | 82.9%-10.7pp | 81.5%-9.3pp | 80.3%-8.1pp |
| Annual return | 12.96% | 57.88%-44.9pp | 49.20%-36.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,085 | $4,419-75.4% | $3,942-72.5% | $4,660-76.7% |
| Participant deferral / active EE | $2,514 | $8,445-70.2% | $8,082-68.9% | $6,688-62.4% |
| Admin fee / account holder | $1,533 | $9,689-84.2% | $7,899-80.6% | $13,397-88.6% |