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 | $90,774 | $176,056-48.4% | $159,436-43.1% | $167,490-45.8% |
| Participation rate | 78.9% | 84.9%-6.0pp | 82.8%-3.9pp | 82.1%-3.2pp |
| Annual return | 10.82% | 331.75%-320.9pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,801 | $5,297-47.1% | $4,829-42.0% | $4,837-42.1% |
| Participant deferral / active EE | $5,583 | $7,750-28.0% | $7,352-24.1% | $6,341-12.0% |
| Admin fee / account holder | $42,591 | $12,554+239.3% | $10,799+294.4% | $12,309+246.0% |