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 | $36,489 | $175,202-79.2% | $149,673-75.6% | $139,434-73.8% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 21.77% | 166.71%-144.9pp | 134.42%-112.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,060 | $5,474-62.4% | $4,818-57.2% | $4,751-56.6% |
| Participant deferral / active EE | $4,910 | $6,519-24.7% | $5,680-13.6% | $6,710-26.8% |
| Admin fee / account holder | $417 | $16,150-97.4% | $13,210-96.8% | $11,403-96.3% |