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 | $160,317 | $124,319+29.0% | $111,297+44.0% | $167,490-4.3% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 12.38% | 37.44%-25.1pp | 54.65%-42.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $848 | $3,435-75.3% | $2,731-68.9% | $4,837-82.5% |
| Participant deferral / active EE | $3,393 | $5,180-34.5% | $4,487-24.4% | $6,341-46.5% |
| Admin fee / account holder | $28,476 | $10,618+168.2% | $7,964+257.6% | $12,309+131.3% |