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 7-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 | $130,480 | $117,983+10.6% | $101,794+28.2% | $142,382-8.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 10.89% | 36.92%-26.0pp | 30.53%-19.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $21,293 | $2,773+667.9% | $2,289+830.3% | $4,299+395.3% |
| Participant deferral / active EE | $12,655 | $4,714+168.5% | $4,084+209.9% | $6,507+94.5% |
| Admin fee / account holder | $4,627 | $10,433-55.7% | $8,777-47.3% | $12,624-63.4% |