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 | $105,361 | $115,770-9.0% | $101,248+4.1% | $158,922-33.7% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 13.97% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $8,185 | $4,175+96.1% | $3,660+123.7% | $4,761+71.9% |
| Participant deferral / active EE | $5,485 | $4,957+10.6% | $4,370+25.5% | $5,982-8.3% |
| Admin fee / account holder | $467 | $7,245-93.6% | $5,945-92.2% | $11,246-95.9% |