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 | $105,928 | $77,419+36.8% | $69,455+52.5% | $152,861-30.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 105.07% | 39.06%+66.0pp | 28.97%+76.1pp | 345.32%-240.3pp |
| Employer contribution / active EE | $1,886 | $3,315-43.1% | $2,779-32.1% | $4,762-60.4% |
| Participant deferral / active EE | $3,440 | $4,414-22.0% | $3,535-2.7% | $5,850-41.2% |
| Admin fee / account holder | $823 | $6,207-86.7% | $3,839-78.6% | $11,596-92.9% |