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 | $143,286 | $98,750+45.1% | $149,696-4.3% | $79,858+79.4% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 14.11% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $937 | $3,216-70.9% | $4,644-79.8% | $2,471-62.1% |
| Participant deferral / active EE | $4,075 | $5,680-28.3% | $6,842-40.4% | $3,740+9.0% |
| Admin fee / account holder | $6,976 | $6,053+15.3% | $9,309-25.1% | $5,306+31.5% |