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 | $139,798 | $111,724+25.1% | $93,606+49.3% | $145,922-4.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 14.82% | 202.98%-188.2pp | 133.20%-118.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $812 | $3,090-73.7% | $2,420-66.4% | $4,660-82.6% |
| Participant deferral / active EE | $2,478 | $4,912-49.6% | $4,411-43.8% | $6,688-62.9% |
| Admin fee / account holder | $4,244 | $10,250-58.6% | $8,285-48.8% | $13,397-68.3% |