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 | $125,181 | $100,970+24.0% | $96,576+29.6% | $137,256-8.8% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 13.27% | 38.16%-24.9pp | 38.47%-25.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,057 | $3,809-46.0% | $3,553-42.1% | $4,156-50.5% |
| Participant deferral / active EE | $2,757 | $8,286-66.7% | $7,956-65.4% | $6,407-57.0% |
| Admin fee / account holder | $2,845 | $11,312-74.9% | $11,381-75.0% | $12,270-76.8% |