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 | $139,251 | $112,096+24.2% | $95,952+45.1% | $158,922-12.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 10.66% | 171.09%-160.4pp | 91.61%-81.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $5,418 | $3,198+69.4% | $2,541+113.2% | $4,761+13.8% |
| Participant deferral / active EE | $7,405 | $4,784+54.8% | $4,167+77.7% | $5,982+23.8% |
| Admin fee / account holder | $1,232 | $10,130-87.8% | $6,795-81.9% | $11,246-89.0% |