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 | $91,662 | $176,812-48.2% | $146,665-37.5% | $167,490-45.3% |
| Participation rate | 77.3% | 83.6%-6.3pp | 80.1%-2.8pp | 82.1%-4.8pp |
| Annual return | 11.37% | 24.03%-12.7pp | 22.74%-11.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,446 | $5,160-72.0% | $4,136-65.0% | $4,837-70.1% |
| Participant deferral / active EE | $3,549 | $6,440-44.9% | $5,506-35.5% | $6,341-44.0% |
| Admin fee / account holder | $2,720 | $13,259-79.5% | $10,280-73.5% | $12,309-77.9% |