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 | $134,096 | $98,240+36.5% | $82,313+62.9% | $147,584-9.1% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 11.11% | 30.85%-19.7pp | 25.88%-14.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $875 | $3,192-72.6% | $2,428-64.0% | $4,876-82.0% |
| Participant deferral / active EE | $5,311 | $4,383+21.2% | $3,706+43.3% | $5,439-2.3% |
| Admin fee / account holder | $2,238 | $8,563-73.9% | $5,608-60.1% | $10,885-79.4% |