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 | $137,226 | $112,096+22.4% | $95,952+43.0% | $158,922-13.7% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 14.26% | 171.09%-156.8pp | 91.61%-77.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,612 | $3,198-49.6% | $2,541-36.5% | $4,761-66.1% |
| Participant deferral / active EE | $3,627 | $4,784-24.2% | $4,167-13.0% | $5,982-39.4% |
| Admin fee / account holder | $12,345 | $10,130+21.9% | $6,795+81.7% | $11,246+9.8% |