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 | $84,169 | $171,865-51.0% | $149,718-43.8% | $147,584-43.0% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 11.03% | 2113.22%-2102.2pp | 1501.63%-1490.6pp | 578.55%-567.5pp |
| Employer contribution / active EE | $4,116 | $6,275-34.4% | $5,445-24.4% | $4,876-15.6% |
| Participant deferral / active EE | $2,759 | $7,271-62.1% | $6,569-58.0% | $5,439-49.3% |
| Admin fee / account holder | $1,219 | $13,799-91.2% | $11,283-89.2% | $10,885-88.8% |