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 | $139,694 | $111,724+25.0% | $93,606+49.2% | $145,922-4.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 16.90% | 202.98%-186.1pp | 133.20%-116.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $678 | $3,090-78.1% | $2,420-72.0% | $4,660-85.4% |
| Participant deferral / active EE | $2,768 | $4,912-43.6% | $4,411-37.2% | $6,688-58.6% |
| Admin fee / account holder | $1,548 | $10,250-84.9% | $8,285-81.3% | $13,397-88.4% |