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 | $86,439 | $183,963-53.0% | $162,163-46.7% | $152,861-43.5% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.6%-4.9pp | 82.4%+0.2pp |
| Annual return | 26.96% | 150.76%-123.8pp | 115.59%-88.6pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,599 | $6,371-74.9% | $5,614-71.5% | $4,762-66.4% |
| Participant deferral / active EE | $4,369 | $8,034-45.6% | $7,298-40.1% | $5,850-25.3% |
| Admin fee / account holder | $3,285 | $13,121-75.0% | $10,843-69.7% | $11,596-71.7% |