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 | $123,204 | $99,020+24.4% | $86,590+42.3% | $147,584-16.5% |
| Participation rate | 73.7% | 76.3%-2.7pp | 73.5%+0.1pp | 82.8%-9.1pp |
| Annual return | 12.13% | 1312.34%-1300.2pp | 964.84%-952.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,224 | $3,132-60.9% | $2,839-56.9% | $4,876-74.9% |
| Participant deferral / active EE | $4,980 | $3,972+25.4% | $3,609+38.0% | $5,439-8.4% |
| Admin fee / account holder | $5,138 | $5,710-10.0% | $4,906+4.7% | $10,885-52.8% |