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 | $86,091 | $232,540-63.0% | $185,117-53.5% | $147,584-41.7% |
| Participation rate | 94.4% | 82.4%+12.1pp | 77.3%+17.2pp | 82.8%+11.6pp |
| Annual return | 16.84% | 43.03%-26.2pp | 40.50%-23.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,277 | $5,195-36.9% | $4,182-21.6% | $4,876-32.8% |
| Participant deferral / active EE | $5,019 | $5,834-14.0% | $5,045-0.5% | $5,439-7.7% |
| Admin fee / account holder | $1,079 | $10,275-89.5% | $8,159-86.8% | $10,885-90.1% |