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 | $125,199 | $104,486+19.8% | $76,817+63.0% | $152,861-18.1% |
| Participation rate | 80.0% | 76.6%+3.4pp | 72.1%+7.9pp | 82.4%-2.4pp |
| Annual return | 11.07% | 1013.37%-1002.3pp | 1166.11%-1155.0pp | 345.32%-334.2pp |
| Employer contribution / active EE | $2,128 | $3,116-31.7% | $2,302-7.6% | $4,762-55.3% |
| Participant deferral / active EE | $3,702 | $4,236-12.6% | $3,336+11.0% | $5,850-36.7% |
| Admin fee / account holder | $687 | $12,275-94.4% | $6,420-89.3% | $11,596-94.1% |