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 | $137,534 | $104,251+31.9% | $91,001+51.1% | $147,584-6.8% |
| Participation rate | 87.0% | 78.2%+8.7pp | 75.6%+11.4pp | 82.8%+4.1pp |
| Annual return | 16.98% | 27.06%-10.1pp | 4.60%+12.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $491 | $3,116-84.3% | $2,456-80.0% | $4,876-89.9% |
| Participant deferral / active EE | $2,767 | $4,195-34.0% | $3,547-22.0% | $5,439-49.1% |
| Admin fee / account holder | $6,945 | $8,948-22.4% | $5,417+28.2% | $10,885-36.2% |