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 | $118,595 | $105,181+12.8% | $159,436-25.6% | $85,850+38.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 22.95% | 45.07%-22.1pp | 263.57%-240.6pp | 318.53%-295.6pp |
| Employer contribution / active EE | $843 | $3,318-74.6% | $4,829-82.5% | $2,565-67.1% |
| Participant deferral / active EE | $7,670 | $5,945+29.0% | $7,352+4.3% | $3,952+94.1% |
| Admin fee / account holder | $25,366 | $6,933+265.9% | $10,799+134.9% | $6,260+305.2% |