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 | $93,773 | $157,256-40.4% | $141,162-33.6% | $152,861-38.7% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 25.16% | 64.32%-39.2pp | 71.39%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,782 | $5,261-9.1% | $4,735+1.0% | $4,762+0.4% |
| Participant deferral / active EE | $6,548 | $7,109-7.9% | $6,709-2.4% | $5,850+11.9% |
| Admin fee / account holder | $1,568 | $12,120-87.1% | $10,261-84.7% | $11,596-86.5% |