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 | $119,033 | $100,773+18.1% | $88,946+33.8% | $142,382-16.4% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.8%+12.4pp | 80.1%+1.1pp |
| Annual return | 13.31% | 70.18%-56.9pp | 57.82%-44.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,941 | $2,918+69.4% | $2,555+93.4% | $4,299+14.9% |
| Participant deferral / active EE | $7,916 | $5,230+51.4% | $4,581+72.8% | $6,507+21.7% |
| Admin fee / account holder | $1,189 | $9,693-87.7% | $8,261-85.6% | $12,624-90.6% |