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 | $158,702 | $110,257+43.9% | $96,544+64.4% | $139,434+13.8% |
| Participation rate | 76.5% | 78.1%-1.6pp | 76.0%+0.5pp | 80.3%-3.8pp |
| Annual return | 19.13% | 26.32%-7.2pp | 25.84%-6.7pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,487 | $3,620-58.9% | $2,965-49.9% | $4,751-68.7% |
| Participant deferral / active EE | $7,001 | $5,548+26.2% | $4,851+44.3% | $6,710+4.3% |
| Admin fee / account holder | $1,729 | $11,591-85.1% | $8,252-79.0% | $11,403-84.8% |