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 | $85,772 | $227,553-62.3% | $189,557-54.8% | $167,490-48.8% |
| Participation rate | 73.7% | 82.5%-8.8pp | 78.4%-4.8pp | 82.1%-8.4pp |
| Annual return | 13.80% | 78.40%-64.6pp | 64.17%-50.4pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,919 | $5,316-63.9% | $4,412-56.5% | $4,837-60.3% |
| Participant deferral / active EE | $3,839 | $7,002-45.2% | $6,174-37.8% | $6,341-39.5% |
| Admin fee / account holder | $1,990 | $11,878-83.2% | $9,807-79.7% | $12,309-83.8% |