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 | $89,085 | $159,602-44.2% | $150,045-40.6% | $142,382-37.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.47% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,159 | $4,961-36.3% | $4,693-32.7% | $4,299-26.5% |
| Participant deferral / active EE | $6,445 | $8,310-22.4% | $7,997-19.4% | $6,507-1.0% |
| Admin fee / account holder | $4,921 | $14,846-66.9% | $13,435-63.4% | $12,624-61.0% |