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 | $132,479 | $99,985+32.5% | $146,665-9.7% | $85,850+54.3% |
| Participation rate | 77.5% | 73.1%+4.4pp | 80.1%-2.6pp | 69.3%+8.2pp |
| Annual return | 16.32% | 18.93%-2.6pp | 22.74%-6.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,383 | $2,559-46.0% | $4,136-66.6% | $2,565-46.1% |
| Participant deferral / active EE | $2,773 | $4,006-30.8% | $5,506-49.6% | $3,952-29.8% |
| Admin fee / account holder | $735 | $7,702-90.5% | $10,280-92.9% | $6,260-88.3% |