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 | $98,771 | $157,256-37.2% | $141,162-30.0% | $152,861-35.4% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 20.94% | 64.32%-43.4pp | 71.39%-50.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,469 | $5,261-72.1% | $4,735-69.0% | $4,762-69.2% |
| Participant deferral / active EE | $5,830 | $7,109-18.0% | $6,709-13.1% | $5,850-0.3% |
| Admin fee / account holder | $1,483 | $12,120-87.8% | $10,261-85.5% | $11,596-87.2% |