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 | $149,382 | $105,181+42.0% | $159,436-6.3% | $85,850+74.0% |
| Participation rate | 75.7% | 75.8%-0.1pp | 82.8%-7.1pp | 69.3%+6.4pp |
| Annual return | 23.22% | 45.07%-21.9pp | 263.57%-240.3pp | 318.53%-295.3pp |
| Employer contribution / active EE | $1,412 | $3,318-57.5% | $4,829-70.8% | $2,565-45.0% |
| Participant deferral / active EE | $9,034 | $5,945+52.0% | $7,352+22.9% | $3,952+128.6% |
| Admin fee / account holder | $7,147 | $6,933+3.1% | $10,799-33.8% | $6,260+14.2% |