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 | $36,034 | $74,888-51.9% | $71,209-49.4% | $142,382-74.7% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.1%-9.5pp |
| Annual return | 14.41% | 345.14%-330.7pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $949 | $2,854-66.8% | $2,721-65.1% | $4,299-77.9% |
| Participant deferral / active EE | $1,724 | $4,454-61.3% | $4,175-58.7% | $6,507-73.5% |
| Admin fee / account holder | $382 | $5,568-93.1% | $5,349-92.9% | $12,624-97.0% |