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 | $126,204 | $105,998+19.1% | $92,233+36.8% | $147,584-14.5% |
| Participation rate | 79.2% | 80.4%-1.2pp | 76.5%+2.7pp | 82.8%-3.7pp |
| Annual return | 19.74% | 50.05%-30.3pp | 176.28%-156.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $696 | $4,333-83.9% | $3,679-81.1% | $4,876-85.7% |
| Participant deferral / active EE | $3,165 | $4,478-29.3% | $3,897-18.8% | $5,439-41.8% |
| Admin fee / account holder | $746 | $6,332-88.2% | $5,194-85.6% | $10,885-93.1% |