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 | $97,902 | $209,411-53.2% | $178,490-45.1% | $158,922-38.4% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 16.34% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,582 | $5,706-72.3% | $5,011-68.4% | $4,761-66.8% |
| Participant deferral / active EE | $3,607 | $5,954-39.4% | $5,202-30.6% | $5,982-39.7% |
| Admin fee / account holder | $4,549 | $17,074-73.4% | $13,984-67.5% | $11,246-59.5% |