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 | $101,695 | $132,634-23.3% | $115,768-12.2% | $137,256-25.9% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.4%+3.4pp | 80.0%-2.2pp |
| Annual return | 14.70% | 160.70%-146.0pp | 100.46%-85.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $957 | $3,360-71.5% | $2,940-67.4% | $4,156-77.0% |
| Participant deferral / active EE | $2,846 | $5,619-49.4% | $4,917-42.1% | $6,407-55.6% |
| Admin fee / account holder | $1,244 | $15,028-91.7% | $12,439-90.0% | $12,270-89.9% |