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 | $147,984 | $110,261+34.2% | $95,745+54.6% | $139,434+6.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 22.07% | 27.11%-5.0pp | 28.35%-6.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,608 | $3,257-50.6% | $2,835-43.3% | $4,751-66.2% |
| Participant deferral / active EE | $3,538 | $4,676-24.3% | $4,245-16.7% | $6,710-47.3% |
| Admin fee / account holder | $949 | $6,613-85.7% | $5,678-83.3% | $11,403-91.7% |