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 | $89,323 | $209,411-57.3% | $178,490-50.0% | $158,922-43.8% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 12.48% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,795 | $5,706-68.5% | $5,011-64.2% | $4,761-62.3% |
| Participant deferral / active EE | $6,578 | $5,954+10.5% | $5,202+26.5% | $5,982+10.0% |
| Admin fee / account holder | $10,372 | $17,074-39.3% | $13,984-25.8% | $11,246-7.8% |