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 | $139,590 | $115,770+20.6% | $101,248+37.9% | $158,922-12.2% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 9.34% | 56.14%-46.8pp | 46.47%-37.1pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,943 | $4,175-53.5% | $3,660-46.9% | $4,761-59.2% |
| Participant deferral / active EE | $7,844 | $4,957+58.2% | $4,370+79.5% | $5,982+31.1% |
| Admin fee / account holder | $10,163 | $7,245+40.3% | $5,945+70.9% | $11,246-9.6% |