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 | $119,116 | $217,402-45.2% | $185,823-35.9% | $167,490-28.9% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 10.65% | 148.36%-137.7pp | 122.05%-111.4pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,520 | $5,873-74.1% | $5,167-70.6% | $4,837-68.6% |
| Participant deferral / active EE | $3,801 | $6,356-40.2% | $5,568-31.7% | $6,341-40.1% |
| Admin fee / account holder | $1,041 | $19,811-94.7% | $16,237-93.6% | $12,309-91.5% |