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 | $100,287 | $157,256-36.2% | $141,162-29.0% | $152,861-34.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 25.03% | 64.32%-39.3pp | 71.39%-46.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,064 | $5,261-79.8% | $4,735-77.5% | $4,762-77.7% |
| Participant deferral / active EE | $2,839 | $7,109-60.1% | $6,709-57.7% | $5,850-51.5% |
| Admin fee / account holder | $1,217 | $12,120-90.0% | $10,261-88.1% | $11,596-89.5% |