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 | $114,055 | $97,757+16.7% | $83,848+36.0% | $135,375-15.7% |
| Participation rate | 76.5% | 80.0%-3.5pp | 76.1%+0.3pp | 82.6%-6.2pp |
| Annual return | 7.57% | 1287.37%-1279.8pp | 850.88%-843.3pp | 519.73%-512.2pp |
| Employer contribution / active EE | $1,176 | $4,222-72.1% | $3,631-67.6% | $4,779-75.4% |
| Participant deferral / active EE | $6,426 | $4,682+37.3% | $4,082+57.4% | $5,609+14.6% |
| Admin fee / account holder | $17,039 | $6,674+155.3% | $5,478+211.0% | $10,827+57.4% |