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 | $136,844 | $98,240+39.3% | $82,313+66.2% | $147,584-7.3% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.6pp | 82.8%-9.5pp |
| Annual return | 15.29% | 30.85%-15.6pp | 25.88%-10.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,131 | $3,192-64.6% | $2,428-53.4% | $4,876-76.8% |
| Participant deferral / active EE | $1,564 | $4,383-64.3% | $3,706-57.8% | $5,439-71.2% |
| Admin fee / account holder | $920 | $8,563-89.3% | $5,608-83.6% | $10,885-91.5% |