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 | $32,237 | $99,020-67.4% | $86,590-62.8% | $147,584-78.2% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 14.63% | 1312.34%-1297.7pp | 964.84%-950.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $726 | $3,132-76.8% | $2,839-74.4% | $4,876-85.1% |
| Participant deferral / active EE | $2,690 | $3,972-32.3% | $3,609-25.5% | $5,439-50.5% |
| Admin fee / account holder | $2,575 | $5,710-54.9% | $4,906-47.5% | $10,885-76.3% |