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 | $120,491 | $115,770+4.1% | $101,248+19.0% | $158,922-24.2% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 12.21% | 56.14%-43.9pp | 46.47%-34.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,619 | $4,175-37.3% | $3,660-28.4% | $4,761-45.0% |
| Participant deferral / active EE | $6,211 | $4,957+25.3% | $4,370+42.1% | $5,982+3.8% |
| Admin fee / account holder | $12,240 | $7,245+68.9% | $5,945+105.9% | $11,246+8.8% |