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 | $84,004 | $138,065-39.2% | $123,544-32.0% | $135,375-37.9% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | 2.10% | 153.68%-151.6pp | 119.20%-117.1pp | 519.73%-517.6pp |
| Employer contribution / active EE | $2,515 | $5,151-51.2% | $4,628-45.6% | $4,779-47.4% |
| Participant deferral / active EE | $4,778 | $6,799-29.7% | $6,426-25.6% | $5,609-14.8% |
| Admin fee / account holder | $874 | $10,916-92.0% | $9,284-90.6% | $10,827-91.9% |