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 | $93,274 | $177,572-47.5% | $154,803-39.7% | $142,382-34.5% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.1%+8.3pp | 80.1%+6.2pp |
| Annual return | 18.00% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,004 | $4,810-37.6% | $4,305-30.2% | $4,299-30.1% |
| Participant deferral / active EE | $4,941 | $6,272-21.2% | $5,540-10.8% | $6,507-24.1% |
| Admin fee / account holder | $1,345 | $16,786-92.0% | $14,329-90.6% | $12,624-89.3% |