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 | $96,455 | $165,335-41.7% | $149,696-35.6% | $158,922-39.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.93% | 348.15%-331.2pp | 276.60%-259.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,300 | $5,103-74.5% | $4,644-72.0% | $4,761-72.7% |
| Participant deferral / active EE | $2,646 | $7,181-63.2% | $6,842-61.3% | $5,982-55.8% |
| Admin fee / account holder | $29,561 | $10,807+173.5% | $9,309+217.6% | $11,246+162.9% |