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 | $111,217 | $98,240+13.2% | $82,313+35.1% | $147,584-24.6% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 15.12% | 30.85%-15.7pp | 25.88%-10.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,361 | $3,192-57.4% | $2,428-44.0% | $4,876-72.1% |
| Participant deferral / active EE | $4,598 | $4,383+4.9% | $3,706+24.1% | $5,439-15.5% |
| Admin fee / account holder | $335 | $8,563-96.1% | $5,608-94.0% | $10,885-96.9% |