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 | $84,415 | $209,411-59.7% | $178,490-52.7% | $158,922-46.9% |
| Participation rate | 95.5% | 86.3%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 10.43% | 188.75%-178.3pp | 151.07%-140.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,734 | $5,706-69.6% | $5,011-65.4% | $4,761-63.6% |
| Participant deferral / active EE | $2,755 | $5,954-53.7% | $5,202-47.0% | $5,982-53.9% |
| Admin fee / account holder | $2,377 | $17,074-86.1% | $13,984-83.0% | $11,246-78.9% |