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 | $145,780 | $91,538+59.3% | $129,995+12.1% | $75,163+94.0% |
| Participation rate | 77.4% | 71.4%+5.9pp | 78.5%-1.1pp | 67.2%+10.2pp |
| Annual return | 20.57% | -631.11%+651.7pp | -137.18%+157.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,053 | $2,845-27.8% | $4,320-52.5% | $2,670-23.1% |
| Participant deferral / active EE | $5,071 | $4,341+16.8% | $5,820-12.9% | $4,125+22.9% |
| Admin fee / account holder | $8,821 | $6,790+29.9% | $10,614-16.9% | $5,651+56.1% |