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 | $139,748 | $114,381+22.2% | $107,525+30.0% | $142,382-1.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 17.26% | 242.71%-225.4pp | 181.32%-164.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,315 | $4,015-67.2% | $3,754-65.0% | $4,299-69.4% |
| Participant deferral / active EE | $1,932 | $5,564-65.3% | $5,116-62.2% | $6,507-70.3% |
| Admin fee / account holder | $5,811 | $9,860-41.1% | $8,919-34.8% | $12,624-54.0% |