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 | $130,573 | $101,069+29.2% | $81,478+60.3% | $147,584-11.5% |
| Participation rate | 77.8% | 74.5%+3.3pp | 68.0%+9.8pp | 82.8%-5.1pp |
| Annual return | 18.82% | 32.40%-13.6pp | 38.78%-20.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,118 | $3,205-2.7% | $2,568+21.4% | $4,876-36.1% |
| Participant deferral / active EE | $10,493 | $4,242+147.4% | $3,537+196.7% | $5,439+92.9% |
| Admin fee / account holder | $6,726 | $5,812+15.7% | $4,561+47.5% | $10,885-38.2% |