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 | $138,554 | $89,753+54.4% | $107,525+28.9% | $84,808+63.4% |
| Participation rate | 80.8% | 68.1%+12.7pp | 75.1%+5.7pp | 68.3%+12.5pp |
| Annual return | 17.02% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,745 | $3,113-44.0% | $3,754-53.5% | $2,631-33.7% |
| Participant deferral / active EE | $5,995 | $4,056+47.8% | $5,116+17.2% | $4,212+42.3% |
| Admin fee / account holder | $4,026 | $7,222-44.2% | $8,919-54.9% | $7,344-45.2% |