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 | $91,677 | $209,336-56.2% | $197,124-53.5% | $137,256-33.2% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 14.36% | 48.09%-33.7pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,728 | $6,591-73.8% | $6,227-72.2% | $4,156-58.4% |
| Participant deferral / active EE | $3,154 | $9,614-67.2% | $9,135-65.5% | $6,407-50.8% |
| Admin fee / account holder | $410 | $17,308-97.6% | $16,298-97.5% | $12,270-96.7% |