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 | $108,230 | $81,208+33.3% | $98,907+9.4% | $79,858+35.5% |
| Participation rate | 80.5% | 72.5%+8.0pp | 76.0%+4.5pp | 69.6%+10.9pp |
| Annual return | 19.83% | 60.99%-41.2pp | 196.43%-176.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $870 | $1,960-55.6% | $2,689-67.6% | $2,471-64.8% |
| Participant deferral / active EE | $5,821 | $3,265+78.3% | $4,244+37.1% | $3,740+55.6% |
| Admin fee / account holder | $1,054 | $6,013-82.5% | $6,642-84.1% | $5,306-80.1% |