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 | $98,363 | $198,466-50.4% | $170,442-42.3% | $147,584-33.4% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 17.54% | 257.29%-239.8pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,464 | $6,184-76.3% | $5,433-73.1% | $4,876-70.0% |
| Participant deferral / active EE | $6,487 | $5,629+15.2% | $4,939+31.3% | $5,439+19.3% |
| Admin fee / account holder | $614 | $16,852-96.4% | $13,880-95.6% | $10,885-94.4% |