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 | $139,422 | $106,515+30.9% | $96,683+44.2% | $139,4340% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 12.69% | 38.43%-25.7pp | 35.69%-23.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,990 | $4,103-27.1% | $3,737-20.0% | $4,751-37.1% |
| Participant deferral / active EE | $4,397 | $5,454-19.4% | $4,878-9.9% | $6,710-34.5% |
| Admin fee / account holder | $7,000 | $7,877-11.1% | $6,730+4.0% | $11,403-38.6% |