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 | $120,142 | $109,817+9.4% | $98,442+22.0% | $167,490-28.3% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 11.98% | 1956.69%-1944.7pp | 1492.73%-1480.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,168 | $3,224-63.8% | $2,960-60.6% | $4,837-75.9% |
| Participant deferral / active EE | $4,992 | $4,673+6.8% | $4,276+16.7% | $6,341-21.3% |
| Admin fee / account holder | $2,581 | $6,753-61.8% | $5,949-56.6% | $12,309-79.0% |