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 | $138,455 | $89,753+54.3% | $107,525+28.8% | $84,808+63.3% |
| Participation rate | 93.1% | 68.1%+25.0pp | 75.1%+18.0pp | 68.3%+24.8pp |
| Annual return | 16.58% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,595 | $3,113-16.6% | $3,754-30.9% | $2,631-1.4% |
| Participant deferral / active EE | $5,633 | $4,056+38.9% | $5,116+10.1% | $4,212+33.7% |
| Admin fee / account holder | $1,109 | $7,222-84.6% | $8,919-87.6% | $7,344-84.9% |