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 | $136,645 | $93,571+46.0% | $135,903+0.5% | $75,163+81.8% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.2pp |
| Annual return | 17.32% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,904 | $3,537-46.2% | $4,856-60.8% | $2,670-28.7% |
| Participant deferral / active EE | $4,844 | $6,404-24.4% | $7,758-37.6% | $4,125+17.4% |
| Admin fee / account holder | $2,752 | $6,975-60.6% | $10,762-74.4% | $5,651-51.3% |