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 | $85,323 | $209,411-59.3% | $178,490-52.2% | $158,922-46.3% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 6.27% | 188.75%-182.5pp | 151.07%-144.8pp | 302.83%-296.6pp |
| Employer contribution / active EE | $1,750 | $5,706-69.3% | $5,011-65.1% | $4,761-63.2% |
| Participant deferral / active EE | $4,993 | $5,954-16.1% | $5,202-4.0% | $5,982-16.5% |
| Admin fee / account holder | $4,445 | $17,074-74.0% | $13,984-68.2% | $11,246-60.5% |