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 | $142,378 | $111,724+27.4% | $93,606+52.1% | $145,922-2.4% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 13.12% | 202.98%-189.9pp | 133.20%-120.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,002 | $3,090-67.6% | $2,420-58.6% | $4,660-78.5% |
| Participant deferral / active EE | $3,800 | $4,912-22.6% | $4,411-13.9% | $6,688-43.2% |
| Admin fee / account holder | $5,114 | $10,250-50.1% | $8,285-38.3% | $13,397-61.8% |