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 | $152,981 | $115,770+32.1% | $101,248+51.1% | $158,922-3.7% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 8.70% | 56.14%-47.4pp | 46.47%-37.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,614 | $4,175-61.3% | $3,660-55.9% | $4,761-66.1% |
| Participant deferral / active EE | $5,597 | $4,957+12.9% | $4,370+28.1% | $5,982-6.4% |
| Admin fee / account holder | $7,649 | $7,245+5.6% | $5,945+28.7% | $11,246-32.0% |