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 | $139,015 | $78,705+76.6% | $117,854+18.0% | $70,131+98.2% |
| Participation rate | 77.1% | 73.2%+3.9pp | 79.7%-2.6pp | 69.5%+7.5pp |
| Annual return | 15.96% | 23.30%-7.3pp | 335.08%-319.1pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,042 | $2,223-53.1% | $3,786-72.5% | $2,342-55.5% |
| Participant deferral / active EE | $2,391 | $3,297-27.5% | $4,482-46.7% | $3,332-28.2% |
| Admin fee / account holder | $4,000 | $5,065-21.0% | $8,020-50.1% | $4,645-13.9% |