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 | $122,272 | $99,877+22.4% | $84,966+43.9% | $145,922-16.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 8.40% | 83.76%-75.4pp | 66.38%-58.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,572 | $3,231-51.3% | $2,727-42.3% | $4,660-66.3% |
| Participant deferral / active EE | $6,366 | $5,291+20.3% | $4,519+40.9% | $6,688-4.8% |
| Admin fee / account holder | $14,170 | $7,248+95.5% | $6,149+130.5% | $13,397+5.8% |