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 | $126,535 | $105,859+19.5% | $90,160+40.3% | $147,584-14.3% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 12.37% | 37.63%-25.3pp | 34.88%-22.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,870 | $4,126-54.7% | $3,318-43.6% | $4,876-61.7% |
| Participant deferral / active EE | $7,435 | $5,733+29.7% | $5,288+40.6% | $5,439+36.7% |
| Admin fee / account holder | $1,025 | $8,046-87.3% | $5,943-82.8% | $10,885-90.6% |