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 | $58,551 | $202,432-71.1% | $169,368-65.4% | $139,434-58.0% |
| Participation rate | 72.7% | 81.1%-8.3pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 16.35% | 531.74%-515.4pp | 405.60%-389.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,442 | $4,692-47.9% | $4,013-39.1% | $4,751-48.6% |
| Participant deferral / active EE | $5,537 | $6,938-20.2% | $6,221-11.0% | $6,710-17.5% |
| Admin fee / account holder | $424 | $10,708-96.0% | $9,003-95.3% | $11,403-96.3% |