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 | $84,376 | $201,272-58.1% | $184,203-54.2% | $145,922-42.2% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 11.14% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,152 | $7,022-40.9% | $6,427-35.4% | $4,660-10.9% |
| Participant deferral / active EE | $3,781 | $9,806-61.4% | $9,131-58.6% | $6,688-43.5% |
| Admin fee / account holder | $1,313 | $16,364-92.0% | $13,901-90.6% | $13,397-90.2% |