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 | $147,863 | $102,966+43.6% | $90,281+63.8% | $152,861-3.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 25.44% | 95.16%-69.7pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $413 | $3,139-86.9% | $2,854-85.5% | $4,762-91.3% |
| Participant deferral / active EE | $4,127 | $4,281-3.6% | $3,885+6.2% | $5,850-29.5% |
| Admin fee / account holder | $894 | $6,171-85.5% | $5,351-83.3% | $11,596-92.3% |