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 | $110,598 | $152,587-27.5% | $125,175-11.6% | $152,861-27.6% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 19.42% | 54.84%-35.4pp | 43.79%-24.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,248 | $4,946-54.6% | $3,865-41.8% | $4,762-52.8% |
| Participant deferral / active EE | $10,328 | $5,868+76.0% | $4,937+109.2% | $5,850+76.5% |
| Admin fee / account holder | $18,608 | $13,434+38.5% | $9,702+91.8% | $11,596+60.5% |