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 | $153,344 | $104,251+47.1% | $91,001+68.5% | $147,584+3.9% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.6%-2.3pp | 82.8%-9.5pp |
| Annual return | 19.76% | 27.06%-7.3pp | 4.60%+15.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $939 | $3,116-69.9% | $2,456-61.8% | $4,876-80.7% |
| Participant deferral / active EE | $3,587 | $4,195-14.5% | $3,547+1.1% | $5,439-34.0% |
| Admin fee / account holder | $962 | $8,948-89.3% | $5,417-82.2% | $10,885-91.2% |