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 | $91,455 | $112,096-18.4% | $95,952-4.7% | $158,922-42.5% |
| Participation rate | 76.2% | 79.0%-2.8pp | 77.1%-0.9pp | 82.0%-5.8pp |
| Annual return | 14.32% | 171.09%-156.8pp | 91.61%-77.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $892 | $3,198-72.1% | $2,541-64.9% | $4,761-81.3% |
| Participant deferral / active EE | $3,121 | $4,784-34.8% | $4,167-25.1% | $5,982-47.8% |
| Admin fee / account holder | $437 | $10,130-95.7% | $6,795-93.6% | $11,246-96.1% |