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 | $115,240 | $99,652+15.6% | $78,778+46.3% | $147,584-21.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 13.99% | 47.28%-33.3pp | 35.62%-21.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $5,776 | $2,796+106.6% | $1,986+190.9% | $4,876+18.4% |
| Participant deferral / active EE | $4,744 | $3,664+29.5% | $2,958+60.4% | $5,439-12.8% |
| Admin fee / account holder | $764 | $7,155-89.3% | $5,134-85.1% | $10,885-93.0% |