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 | $118,876 | $77,419+53.5% | $69,455+71.2% | $152,861-22.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 11.15% | 39.06%-27.9pp | 28.97%-17.8pp | 345.32%-334.2pp |
| Employer contribution / active EE | $2,670 | $3,315-19.5% | $2,779-3.9% | $4,762-43.9% |
| Participant deferral / active EE | $4,975 | $4,414+12.7% | $3,535+40.7% | $5,850-15.0% |
| Admin fee / account holder | $1,564 | $6,207-74.8% | $3,839-59.3% | $11,596-86.5% |