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 | $140,245 | $106,890+31.2% | $84,015+66.9% | $152,861-8.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 23.56% | 104.99%-81.4pp | 71.31%-47.7pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,466 | $2,734+26.7% | $1,983+74.7% | $4,762-27.2% |
| Participant deferral / active EE | $4,190 | $4,011+4.5% | $3,239+29.4% | $5,850-28.4% |
| Admin fee / account holder | $1,250 | $8,285-84.9% | $6,101-79.5% | $11,596-89.2% |