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 | $141,826 | $202,432-29.9% | $169,368-16.3% | $139,434+1.7% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 19.34% | 531.74%-512.4pp | 405.60%-386.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,024 | $4,692-56.9% | $4,013-49.6% | $4,751-57.4% |
| Participant deferral / active EE | $9,282 | $6,938+33.8% | $6,221+49.2% | $6,710+38.3% |
| Admin fee / account holder | $2,664 | $10,708-75.1% | $9,003-70.4% | $11,403-76.6% |