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 | $93,593 | $157,256-40.5% | $141,162-33.7% | $152,861-38.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 18.75% | 64.32%-45.6pp | 71.39%-52.6pp | 345.32%-326.6pp |
| Employer contribution / active EE | $3,689 | $5,261-29.9% | $4,735-22.1% | $4,762-22.5% |
| Participant deferral / active EE | $7,218 | $7,109+1.5% | $6,709+7.6% | $5,850+23.4% |
| Admin fee / account holder | $10,253 | $12,120-15.4% | $10,261-0.1% | $11,596-11.6% |