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 | $124,536 | $101,069+23.2% | $81,478+52.8% | $147,584-15.6% |
| Participation rate | 84.6% | 74.5%+10.2pp | 68.0%+16.7pp | 82.8%+1.8pp |
| Annual return | 9.73% | 32.40%-22.7pp | 38.78%-29.0pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,738 | $3,205-45.8% | $2,568-32.3% | $4,876-64.4% |
| Participant deferral / active EE | $3,654 | $4,242-13.8% | $3,537+3.3% | $5,439-32.8% |
| Admin fee / account holder | $11,665 | $5,812+100.7% | $4,561+155.7% | $10,885+7.2% |