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 | $153,213 | $115,770+32.3% | $101,248+51.3% | $158,922-3.6% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.7pp |
| Annual return | 11.43% | 56.14%-44.7pp | 46.47%-35.0pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,141 | $4,175-48.7% | $3,660-41.5% | $4,761-55.0% |
| Participant deferral / active EE | $3,702 | $4,957-25.3% | $4,370-15.3% | $5,982-38.1% |
| Admin fee / account holder | $2,381 | $7,245-67.1% | $5,945-60.0% | $11,246-78.8% |