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 | $90,493 | $209,411-56.8% | $178,490-49.3% | $158,922-43.1% |
| Participation rate | 76.5% | 86.3%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 15.84% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,962 | $5,706-65.6% | $5,011-60.8% | $4,761-58.8% |
| Participant deferral / active EE | $5,531 | $5,954-7.1% | $5,202+6.3% | $5,982-7.5% |
| Admin fee / account holder | $922 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |