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 | $84,328 | $176,056-52.1% | $159,436-47.1% | $167,490-49.7% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 18.76% | 331.75%-313.0pp | 263.57%-244.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,501 | $5,297-52.8% | $4,829-48.2% | $4,837-48.3% |
| Participant deferral / active EE | $5,273 | $7,750-32.0% | $7,352-28.3% | $6,341-16.8% |
| Admin fee / account holder | $5,079 | $12,554-59.5% | $10,799-53.0% | $12,309-58.7% |