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 | $98,973 | $165,335-40.1% | $149,696-33.9% | $158,922-37.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.29% | 348.15%-334.9pp | 276.60%-263.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,682 | $5,103-67.0% | $4,644-63.8% | $4,761-64.7% |
| Participant deferral / active EE | $2,390 | $7,181-66.7% | $6,842-65.1% | $5,982-60.1% |
| Admin fee / account holder | $2,151 | $10,807-80.1% | $9,309-76.9% | $11,246-80.9% |