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 | $135,668 | $117,841+15.1% | $102,423+32.5% | $145,922-7.0% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 12.94% | 31.65%-18.7pp | 29.32%-16.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,509 | $3,615-58.3% | $3,023-50.1% | $4,660-67.6% |
| Participant deferral / active EE | $3,275 | $5,731-42.9% | $5,053-35.2% | $6,688-51.0% |
| Admin fee / account holder | $2,795 | $13,326-79.0% | $9,451-70.4% | $13,397-79.1% |