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 | $145,043 | $89,753+61.6% | $107,525+34.9% | $84,808+71.0% |
| Participation rate | 74.5% | 68.1%+6.5pp | 75.1%-0.5pp | 68.3%+6.2pp |
| Annual return | 15.04% | 29.48%-14.4pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,043 | $3,113-66.5% | $3,754-72.2% | $2,631-60.4% |
| Participant deferral / active EE | $5,851 | $4,056+44.3% | $5,116+14.4% | $4,212+38.9% |
| Admin fee / account holder | $1,158 | $7,222-84.0% | $8,919-87.0% | $7,344-84.2% |