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 | $139,187 | $104,251+33.5% | $91,001+53.0% | $147,584-5.7% |
| Participation rate | 70.6% | 78.2%-7.7pp | 75.6%-5.0pp | 82.8%-12.2pp |
| Annual return | 22.74% | 27.06%-4.3pp | 4.60%+18.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,030 | $3,116-67.0% | $2,456-58.1% | $4,876-78.9% |
| Participant deferral / active EE | $2,445 | $4,195-41.7% | $3,547-31.1% | $5,439-55.1% |
| Admin fee / account holder | $5,416 | $8,948-39.5% | $5,4170% | $10,885-50.2% |