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 | $119,889 | $197,591-39.3% | $177,821-32.6% | $158,922-24.6% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.7%+0.5pp | 82.0%+6.3pp |
| Annual return | 11.27% | 58.76%-47.5pp | 48.32%-37.0pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,888 | $6,697-56.9% | $5,918-51.2% | $4,761-39.3% |
| Participant deferral / active EE | $14,768 | $8,405+75.7% | $7,714+91.4% | $5,982+146.9% |
| Admin fee / account holder | $415 | $15,399-97.3% | $12,427-96.7% | $11,246-96.3% |