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 | $90,104 | $198,466-54.6% | $170,442-47.1% | $147,584-38.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 16.36% | 257.29%-240.9pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,945 | $6,184-52.4% | $5,433-45.8% | $4,876-39.6% |
| Participant deferral / active EE | $4,426 | $5,629-21.4% | $4,939-10.4% | $5,439-18.6% |
| Admin fee / account holder | $1,090 | $16,852-93.5% | $13,880-92.2% | $10,885-90.0% |