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 | $145,201 | $108,825+33.4% | $156,181-7.0% | $82,448+76.1% |
| Participation rate | 73.1% | 72.4%+0.8pp | 78.8%-5.7pp | 68.1%+5.1pp |
| Annual return | 13.16% | 20.59%-7.4pp | 64.87%-51.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,499 | $2,870-47.8% | $4,294-65.1% | $2,551-41.2% |
| Participant deferral / active EE | $5,995 | $4,577+31.0% | $6,132-2.2% | $4,139+44.8% |
| Admin fee / account holder | $452 | $9,341-95.2% | $14,586-96.9% | $7,234-93.8% |