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 | $157,711 | $183,519-14.1% | $155,509+1.4% | $145,922+8.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.00% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $9,879 | $5,313+85.9% | $4,672+111.4% | $4,660+112.0% |
| Participant deferral / active EE | $2,375 | $6,462-63.2% | $5,626-57.8% | $6,688-64.5% |
| Admin fee / account holder | $842 | $19,313-95.6% | $15,912-94.7% | $13,397-93.7% |