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 | $43,295 | $117,841-63.3% | $102,423-57.7% | $145,922-70.3% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 10.85% | 31.65%-20.8pp | 29.32%-18.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $987 | $3,615-72.7% | $3,023-67.4% | $4,660-78.8% |
| Participant deferral / active EE | $3,266 | $5,731-43.0% | $5,053-35.4% | $6,688-51.2% |
| Admin fee / account holder | $104,326 | $13,326+682.9% | $9,451+1003.9% | $13,397+678.7% |