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 | $136,234 | $100,773+35.2% | $88,946+53.2% | $142,382-4.3% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 13.91% | 70.18%-56.3pp | 57.82%-43.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,554 | $2,918-46.8% | $2,555-39.2% | $4,299-63.9% |
| Participant deferral / active EE | $4,944 | $5,230-5.5% | $4,581+7.9% | $6,507-24.0% |
| Admin fee / account holder | $1,343 | $9,693-86.1% | $8,261-83.7% | $12,624-89.4% |