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 | $158,330 | $121,625+30.2% | $104,607+51.4% | $158,922-0.4% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 15.33% | 465.26%-449.9pp | 340.46%-325.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,286 | $3,163-59.3% | $2,681-52.0% | $4,761-73.0% |
| Participant deferral / active EE | $3,859 | $4,177-7.6% | $3,740+3.2% | $5,982-35.5% |
| Admin fee / account holder | $2,965 | $7,787-61.9% | $6,473-54.2% | $11,246-73.6% |