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 | $84,579 | $144,119-41.3% | $117,854-28.2% | $147,584-42.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 19.55% | 531.15%-511.6pp | 335.08%-315.5pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,476 | $4,896-29.0% | $3,786-8.2% | $4,876-28.7% |
| Participant deferral / active EE | $4,420 | $5,316-16.8% | $4,482-1.4% | $5,439-18.7% |
| Admin fee / account holder | $2,367 | $10,886-78.3% | $8,020-70.5% | $10,885-78.3% |