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 | $135,669 | $107,334+26.4% | $92,893+46.0% | $152,861-11.2% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 19.36% | 145.58%-126.2pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,515 | $4,221-64.1% | $3,653-58.5% | $4,762-68.2% |
| Participant deferral / active EE | $4,770 | $4,845-1.5% | $4,236+12.6% | $5,850-18.5% |
| Admin fee / account holder | $927 | $7,079-86.9% | $5,794-84.0% | $11,596-92.0% |