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 | $33,292 | $110,257-69.8% | $96,544-65.5% | $139,434-76.1% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 14.92% | 26.32%-11.4pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,198 | $3,620-66.9% | $2,965-59.6% | $4,751-74.8% |
| Participant deferral / active EE | $2,315 | $5,548-58.3% | $4,851-52.3% | $6,710-65.5% |
| Admin fee / account holder | $379 | $11,591-96.7% | $8,252-95.4% | $11,403-96.7% |