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 | $89,947 | $177,572-49.3% | $154,803-41.9% | $142,382-36.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 12.53% | 65.07%-52.5pp | 58.88%-46.4pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,200 | $4,810-54.3% | $4,305-48.9% | $4,299-48.8% |
| Participant deferral / active EE | $3,500 | $6,272-44.2% | $5,540-36.8% | $6,507-46.2% |
| Admin fee / account holder | $783 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |