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 | $123,907 | $85,022+45.7% | $70,515+75.7% | $139,434-11.1% |
| Participation rate | 78.6% | 73.9%+4.7pp | 68.3%+10.2pp | 80.3%-1.7pp |
| Annual return | 15.94% | 30.38%-14.4pp | 32.77%-16.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,433 | $3,909-37.8% | $2,973-18.2% | $4,751-48.8% |
| Participant deferral / active EE | $9,247 | $5,890+57.0% | $4,567+102.5% | $6,710+37.8% |
| Admin fee / account holder | $593 | $8,906-93.3% | $6,412-90.8% | $11,403-94.8% |