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 | $120,978 | $96,965+24.8% | $97,995+23.5% | $147,584-18.0% |
| Participation rate | 92.9% | 83.6%+9.2pp | 82.4%+10.5pp | 82.8%+10.0pp |
| Annual return | 12.53% | 24.11%-11.6pp | 23.94%-11.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $16,442 | $4,536+262.4% | $4,158+295.4% | $4,876+237.2% |
| Participant deferral / active EE | $5,998 | $5,081+18.0% | $5,097+17.7% | $5,439+10.3% |
| Admin fee / account holder | $2,798 | $8,120-65.5% | $5,943-52.9% | $10,885-74.3% |