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 | $130,015 | $105,931+22.7% | $81,930+58.7% | $158,922-18.2% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 16.18% | 38.17%-22.0pp | 29.49%-13.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $892 | $7,800-88.6% | $4,310-79.3% | $4,761-81.3% |
| Participant deferral / active EE | $2,467 | $13,003-81.0% | $7,107-65.3% | $5,982-58.8% |
| Admin fee / account holder | $10,222 | $8,489+20.4% | $5,158+98.2% | $11,246-9.1% |