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 | $138,540 | $156,846-11.7% | $121,098+14.4% | $139,434-0.6% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 12.76% | 1474.56%-1461.8pp | 985.75%-973.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $586 | $5,536-89.4% | $4,164-85.9% | $4,751-87.7% |
| Participant deferral / active EE | $11,785 | $4,844+143.3% | $4,080+188.9% | $6,710+75.6% |
| Admin fee / account holder | $1,485 | $6,946-78.6% | $5,644-73.7% | $11,403-87.0% |