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 | $124,367 | $105,181+18.2% | $159,436-22.0% | $85,850+44.9% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.8%-11.4pp | 69.3%+2.1pp |
| Annual return | 18.29% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,429 | $3,318-56.9% | $4,829-70.4% | $2,565-44.3% |
| Participant deferral / active EE | $12,168 | $5,945+104.7% | $7,352+65.5% | $3,952+207.9% |
| Admin fee / account holder | $2,292 | $6,933-66.9% | $10,799-78.8% | $6,260-63.4% |