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 | $124,937 | $102,966+21.3% | $90,281+38.4% | $152,861-18.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 14.55% | 95.16%-80.6pp | 78.10%-63.5pp | 345.32%-330.8pp |
| Employer contribution / active EE | $2,479 | $3,139-21.0% | $2,854-13.2% | $4,762-47.9% |
| Participant deferral / active EE | $5,673 | $4,281+32.5% | $3,885+46.0% | $5,850-3.0% |
| Admin fee / account holder | $443 | $6,171-92.8% | $5,351-91.7% | $11,596-96.2% |