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 | $140,687 | $116,175+21.1% | $93,606+50.3% | $152,861-8.0% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.4%-11.0pp |
| Annual return | 41.13% | 35.96%+5.2pp | 32.76%+8.4pp | 345.32%-304.2pp |
| Employer contribution / active EE | $605 | $3,218-81.2% | $2,718-77.7% | $4,762-87.3% |
| Participant deferral / active EE | $3,241 | $4,603-29.6% | $4,069-20.4% | $5,850-44.6% |
| Admin fee / account holder | $15,461 | $10,748+43.9% | $7,888+96.0% | $11,596+33.3% |