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 | $90,202 | $115,882-22.2% | $100,516-10.3% | $158,922-43.2% |
| Participation rate | 78.9% | 81.6%-2.6pp | 79.4%-0.5pp | 82.0%-3.0pp |
| Annual return | 12.16% | 34.79%-22.6pp | 30.89%-18.7pp | 302.83%-290.7pp |
| Employer contribution / active EE | $483 | $4,103-88.2% | $3,418-85.9% | $4,761-89.8% |
| Participant deferral / active EE | $4,297 | $6,674-35.6% | $6,270-31.5% | $5,982-28.2% |
| Admin fee / account holder | $1,656 | $10,995-84.9% | $8,081-79.5% | $11,246-85.3% |