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 | $147,866 | $100,901+46.5% | $75,670+95.4% | $147,584+0.2% |
| Participation rate | 72.7% | 77.1%-4.4pp | 72.3%+0.4pp | 82.8%-10.1pp |
| Annual return | 13.04% | 35.78%-22.7pp | 27.34%-14.3pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,794 | $3,253-44.9% | $2,352-23.7% | $4,876-63.2% |
| Participant deferral / active EE | $5,795 | $4,027+43.9% | $3,142+84.4% | $5,439+6.6% |
| Admin fee / account holder | $572 | $11,285-94.9% | $5,800-90.1% | $10,885-94.7% |