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 | $88,193 | $198,466-55.6% | $170,442-48.3% | $147,584-40.2% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 10.88% | 257.29%-246.4pp | 205.93%-195.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,342 | $6,184-62.1% | $5,433-56.9% | $4,876-52.0% |
| Participant deferral / active EE | $6,331 | $5,629+12.5% | $4,939+28.2% | $5,439+16.4% |
| Admin fee / account holder | $3,214 | $16,852-80.9% | $13,880-76.8% | $10,885-70.5% |