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 | $106,094 | $198,466-46.5% | $170,442-37.8% | $147,584-28.1% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 13.87% | 257.29%-243.4pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,122 | $6,184-65.7% | $5,433-60.9% | $4,876-56.5% |
| Participant deferral / active EE | $3,681 | $5,629-34.6% | $4,939-25.5% | $5,439-32.3% |
| Admin fee / account holder | $3,210 | $16,852-81.0% | $13,880-76.9% | $10,885-70.5% |