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 | $125,453 | $101,618+23.5% | $93,063+34.8% | $137,256-8.6% |
| Participation rate | 82.4% | 74.9%+7.4pp | 72.1%+10.2pp | 80.0%+2.4pp |
| Annual return | 16.20% | 223.95%-207.7pp | 34.15%-18.0pp | 220.34%-204.1pp |
| Employer contribution / active EE | $761 | $2,707-71.9% | $2,476-69.3% | $4,156-81.7% |
| Participant deferral / active EE | $3,011 | $4,279-29.6% | $3,958-23.9% | $6,407-53.0% |
| Admin fee / account holder | $3,930 | $6,198-36.6% | $6,033-34.9% | $12,270-68.0% |