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 | $93,684 | $157,256-40.4% | $141,162-33.6% | $152,861-38.7% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 20.12% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,740 | $5,261-47.9% | $4,735-42.1% | $4,762-42.5% |
| Participant deferral / active EE | $3,715 | $7,109-47.8% | $6,709-44.6% | $5,850-36.5% |
| Admin fee / account holder | $8,953 | $12,120-26.1% | $10,261-12.7% | $11,596-22.8% |