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 | $143,608 | $106,515+34.8% | $96,683+48.5% | $139,434+3.0% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 14.50% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $3,302 | $4,103-19.5% | $3,737-11.6% | $4,751-30.5% |
| Participant deferral / active EE | $7,163 | $5,454+31.3% | $4,878+46.8% | $6,710+6.7% |
| Admin fee / account holder | $10,370 | $7,877+31.6% | $6,730+54.1% | $11,403-9.1% |