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 | $109,967 | $157,256-30.1% | $141,162-22.1% | $152,861-28.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 16.78% | 64.32%-47.5pp | 71.39%-54.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $3,505 | $5,261-33.4% | $4,735-26.0% | $4,762-26.4% |
| Participant deferral / active EE | $5,499 | $7,109-22.6% | $6,709-18.0% | $5,850-6.0% |
| Admin fee / account holder | $987 | $12,120-91.9% | $10,261-90.4% | $11,596-91.5% |