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 | $136,288 | $102,966+32.4% | $90,281+51.0% | $152,861-10.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 26.28% | 95.16%-68.9pp | 78.10%-51.8pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,236 | $3,139-60.6% | $2,854-56.7% | $4,762-74.0% |
| Participant deferral / active EE | $3,297 | $4,281-23.0% | $3,885-15.1% | $5,850-43.6% |
| Admin fee / account holder | $1,419 | $6,171-77.0% | $5,351-73.5% | $11,596-87.8% |