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 | $168,814 | $152,587+10.6% | $125,175+34.9% | $152,861+10.4% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 25.40% | 54.84%-29.4pp | 43.79%-18.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,756 | $4,946-64.5% | $3,865-54.6% | $4,762-63.1% |
| Participant deferral / active EE | $3,423 | $5,868-41.7% | $4,937-30.7% | $5,850-41.5% |
| Admin fee / account holder | $403 | $13,434-97.0% | $9,702-95.8% | $11,596-96.5% |