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 | $134,616 | $105,181+28.0% | $159,436-15.6% | $85,850+56.8% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.8%+15.2pp | 69.3%+28.7pp |
| Annual return | 23.00% | 45.07%-22.1pp | 263.57%-240.6pp | 318.53%-295.5pp |
| Employer contribution / active EE | $3,159 | $3,318-4.8% | $4,829-34.6% | $2,565+23.1% |
| Participant deferral / active EE | $9,941 | $5,945+67.2% | $7,352+35.2% | $3,952+151.6% |
| Admin fee / account holder | $606 | $6,933-91.3% | $10,799-94.4% | $6,260-90.3% |