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 | $139,430 | $112,881+23.5% | $90,951+53.3% | $158,922-12.3% |
| Participation rate | 93.8% | 74.7%+19.0pp | 69.0%+24.7pp | 82.0%+11.8pp |
| Annual return | 11.75% | 215.79%-204.0pp | 134.60%-122.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $625 | $2,893-78.4% | $2,122-70.5% | $4,761-86.9% |
| Participant deferral / active EE | $2,535 | $4,128-38.6% | $3,373-24.8% | $5,982-57.6% |
| Admin fee / account holder | $3,144 | $8,041-60.9% | $5,959-47.2% | $11,246-72.0% |