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 | $142,563 | $124,319+14.7% | $111,297+28.1% | $167,490-14.9% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 11.04% | 37.44%-26.4pp | 54.65%-43.6pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,994 | $3,435-42.0% | $2,731-27.0% | $4,837-58.8% |
| Participant deferral / active EE | $5,000 | $5,180-3.5% | $4,487+11.4% | $6,341-21.2% |
| Admin fee / account holder | $2,577 | $10,618-75.7% | $7,964-67.6% | $12,309-79.1% |