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 | $116,264 | $198,466-41.4% | $170,442-31.8% | $147,584-21.2% |
| Participation rate | 82.6% | 88.0%-5.4pp | 83.6%-1.0pp | 82.8%-0.2pp |
| Annual return | 15.56% | 257.29%-241.7pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,415 | $6,184-60.9% | $5,433-55.5% | $4,876-50.5% |
| Participant deferral / active EE | $4,691 | $5,629-16.7% | $4,939-5.0% | $5,439-13.7% |
| Admin fee / account holder | $2,546 | $16,852-84.9% | $13,880-81.7% | $10,885-76.6% |