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 | $126,816 | $98,240+29.1% | $82,313+54.1% | $147,584-14.1% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 13.58% | 30.85%-17.3pp | 25.88%-12.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $984 | $3,192-69.2% | $2,428-59.5% | $4,876-79.8% |
| Participant deferral / active EE | $3,443 | $4,383-21.5% | $3,706-7.1% | $5,439-36.7% |
| Admin fee / account holder | $2,860 | $8,563-66.6% | $5,608-49.0% | $10,885-73.7% |