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 | $126,469 | $102,604+23.3% | $86,188+46.7% | $139,434-9.3% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.0%+22.7pp | 80.3%+11.3pp |
| Annual return | 10.83% | 1922.51%-1911.7pp | 1168.45%-1157.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,273 | $3,032-25.0% | $2,380-4.5% | $4,751-52.2% |
| Participant deferral / active EE | $6,620 | $4,676+41.6% | $3,985+66.1% | $6,710-1.4% |
| Admin fee / account holder | $906 | $8,657-89.5% | $6,852-86.8% | $11,403-92.1% |