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 | $141,016 | $101,618+38.8% | $93,063+51.5% | $137,256+2.7% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 16.08% | 223.95%-207.9pp | 34.15%-18.1pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,095 | $2,707-59.6% | $2,476-55.8% | $4,156-73.7% |
| Participant deferral / active EE | $3,921 | $4,279-8.4% | $3,958-0.9% | $6,407-38.8% |
| Admin fee / account holder | $5,191 | $6,198-16.3% | $6,033-14.0% | $12,270-57.7% |