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 | $31,061 | $78,705-60.5% | $117,854-73.6% | $70,131-55.7% |
| Participation rate | 77.1% | 73.2%+3.9pp | 79.7%-2.5pp | 69.5%+7.6pp |
| Annual return | 23.22% | 23.30%-0.1pp | 335.08%-311.9pp | 73.14%-49.9pp |
| Employer contribution / active EE | $1,027 | $2,223-53.8% | $3,786-72.9% | $2,342-56.1% |
| Participant deferral / active EE | $2,406 | $3,297-27.0% | $4,482-46.3% | $3,332-27.8% |
| Admin fee / account holder | $333 | $5,065-93.4% | $8,020-95.8% | $4,645-92.8% |