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 | $135,687 | $100,852+34.5% | $90,404+50.1% | $158,922-14.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 17.60% | 1724.20%-1706.6pp | 1293.02%-1275.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,602 | $3,689-29.5% | $3,262-20.2% | $4,761-45.3% |
| Participant deferral / active EE | $4,382 | $4,348+0.8% | $3,963+10.6% | $5,982-26.7% |
| Admin fee / account holder | $7,474 | $6,501+15.0% | $5,611+33.2% | $11,246-33.5% |