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 | $143,339 | $124,319+15.3% | $111,297+28.8% | $167,490-14.4% |
| Participation rate | 70.8% | 79.6%-8.8pp | 77.3%-6.5pp | 82.1%-11.3pp |
| Annual return | 13.98% | 37.44%-23.5pp | 54.65%-40.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,823 | $3,435-46.9% | $2,731-33.2% | $4,837-62.3% |
| Participant deferral / active EE | $4,026 | $5,180-22.3% | $4,487-10.3% | $6,341-36.5% |
| Admin fee / account holder | $2,038 | $10,618-80.8% | $7,964-74.4% | $12,309-83.4% |