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 | $134,366 | $115,770+16.1% | $101,248+32.7% | $158,922-15.5% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 16.07% | 56.14%-40.1pp | 46.47%-30.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,000 | $4,175-52.1% | $3,660-45.3% | $4,761-58.0% |
| Participant deferral / active EE | $5,671 | $4,957+14.4% | $4,370+29.8% | $5,982-5.2% |
| Admin fee / account holder | $2,686 | $7,245-62.9% | $5,945-54.8% | $11,246-76.1% |