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 | $120,074 | $102,966+16.6% | $90,281+33.0% | $152,861-21.4% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.4%-1.2pp |
| Annual return | 17.19% | 95.16%-78.0pp | 78.10%-60.9pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,919 | $3,139-38.9% | $2,854-32.8% | $4,762-59.7% |
| Participant deferral / active EE | $4,036 | $4,281-5.7% | $3,885+3.9% | $5,850-31.0% |
| Admin fee / account holder | $22,903 | $6,171+271.2% | $5,351+328.0% | $11,596+97.5% |