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 | $129,133 | $86,286+49.7% | $111,297+16.0% | $85,850+50.4% |
| Participation rate | 76.4% | 73.3%+3.0pp | 77.3%-0.9pp | 69.3%+7.0pp |
| Annual return | 19.65% | 19.99%-0.3pp | 54.65%-35.0pp | 318.53%-298.9pp |
| Employer contribution / active EE | $1,331 | $2,043-34.8% | $2,731-51.3% | $2,565-48.1% |
| Participant deferral / active EE | $3,864 | $3,641+6.1% | $4,487-13.9% | $3,952-2.2% |
| Admin fee / account holder | $1,035 | $8,188-87.4% | $7,964-87.0% | $6,260-83.5% |