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 | $38,197 | $232,540-83.6% | $185,117-79.4% | $147,584-74.1% |
| Participation rate | 78.6% | 82.4%-3.8pp | 77.3%+1.3pp | 82.8%-4.3pp |
| Annual return | 31.58% | 43.03%-11.4pp | 40.50%-8.9pp | 578.55%-547.0pp |
| Employer contribution / active EE | $745 | $5,195-85.7% | $4,182-82.2% | $4,876-84.7% |
| Participant deferral / active EE | $2,732 | $5,834-53.2% | $5,045-45.9% | $5,439-49.8% |
| Admin fee / account holder | $1,594 | $10,275-84.5% | $8,159-80.5% | $10,885-85.4% |