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 | $121,133 | $99,020+22.3% | $86,590+39.9% | $147,584-17.9% |
| Participation rate | 70.6% | 76.3%-5.8pp | 73.5%-3.0pp | 82.8%-12.2pp |
| Annual return | 13.05% | 1312.34%-1299.3pp | 964.84%-951.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,883 | $3,132-39.9% | $2,839-33.7% | $4,876-61.4% |
| Participant deferral / active EE | $3,700 | $3,972-6.9% | $3,609+2.5% | $5,439-32.0% |
| Admin fee / account holder | $1,174 | $5,710-79.4% | $4,906-76.1% | $10,885-89.2% |