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 | $93,460 | $91,190+2.5% | $178,490-47.6% | $79,858+17.0% |
| Participation rate | 81.3% | 69.2%+12.0pp | 81.9%-0.7pp | 69.6%+11.6pp |
| Annual return | 304.77% | 24.19%+280.6pp | 151.07%+153.7pp | 31.71%+273.1pp |
| Employer contribution / active EE | $4,124 | $3,256+26.7% | $5,011-17.7% | $2,471+66.9% |
| Participant deferral / active EE | $3,460 | $3,236+6.9% | $5,202-33.5% | $3,740-7.5% |
| Admin fee / account holder | $450 | $6,751-93.3% | $13,984-96.8% | $5,306-91.5% |