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 | $113,934 | $100,773+13.1% | $88,946+28.1% | $142,382-20.0% |
| Participation rate | 78.3% | 74.3%+4.0pp | 68.8%+9.4pp | 80.1%-1.9pp |
| Annual return | 13.44% | 70.18%-56.7pp | 57.82%-44.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $523 | $2,918-82.1% | $2,555-79.5% | $4,299-87.8% |
| Participant deferral / active EE | $2,072 | $5,230-60.4% | $4,581-54.8% | $6,507-68.2% |
| Admin fee / account holder | $15,051 | $9,693+55.3% | $8,261+82.2% | $12,624+19.2% |