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 | $86,202 | $209,411-58.8% | $178,490-51.7% | $158,922-45.8% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 8.83% | 188.75%-179.9pp | 151.07%-142.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,635 | $5,706-71.3% | $5,011-67.4% | $4,761-65.7% |
| Participant deferral / active EE | $3,912 | $5,954-34.3% | $5,202-24.8% | $5,982-34.6% |
| Admin fee / account holder | $13,647 | $17,074-20.1% | $13,984-2.4% | $11,246+21.4% |