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 | $84,781 | $180,449-53.0% | $154,107-45.0% | $135,375-37.4% |
| Participation rate | 87.0% | 87.4%-0.5pp | 83.0%+3.9pp | 82.6%+4.3pp |
| Annual return | 5.88% | 888.09%-882.2pp | 735.12%-729.2pp | 519.73%-513.9pp |
| Employer contribution / active EE | $1,540 | $6,035-74.5% | $5,298-70.9% | $4,779-67.8% |
| Participant deferral / active EE | $3,247 | $5,806-44.1% | $5,081-36.1% | $5,609-42.1% |
| Admin fee / account holder | $4,741 | $16,143-70.6% | $13,411-64.6% | $10,827-56.2% |