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 | $114,964 | $144,119-20.2% | $117,854-2.5% | $147,584-22.1% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 14.39% | 531.15%-516.8pp | 335.08%-320.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,015 | $4,896-79.3% | $3,786-73.2% | $4,876-79.2% |
| Participant deferral / active EE | $3,175 | $5,316-40.3% | $4,482-29.2% | $5,439-41.6% |
| Admin fee / account holder | $6,060 | $10,886-44.3% | $8,020-24.4% | $10,885-44.3% |