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 | $119,408 | $107,334+11.2% | $92,893+28.5% | $152,861-21.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 14.68% | 145.58%-130.9pp | 109.41%-94.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $9,724 | $4,221+130.4% | $3,653+166.2% | $4,762+104.2% |
| Participant deferral / active EE | $4,474 | $4,845-7.7% | $4,236+5.6% | $5,850-23.5% |
| Admin fee / account holder | $28,464 | $7,079+302.1% | $5,794+391.3% | $11,596+145.5% |