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 | $134,923 | $106,515+26.7% | $96,683+39.6% | $139,434-3.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 14.15% | 38.43%-24.3pp | 35.69%-21.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,023 | $4,103-26.3% | $3,737-19.1% | $4,751-36.4% |
| Participant deferral / active EE | $1,872 | $5,454-65.7% | $4,878-61.6% | $6,710-72.1% |
| Admin fee / account holder | $540 | $7,877-93.1% | $6,730-92.0% | $11,403-95.3% |