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 | $129,705 | $106,890+21.3% | $84,015+54.4% | $152,861-15.1% |
| Participation rate | 84.6% | 75.2%+9.4pp | 69.0%+15.6pp | 82.4%+2.2pp |
| Annual return | 15.58% | 104.99%-89.4pp | 71.31%-55.7pp | 345.32%-329.7pp |
| Employer contribution / active EE | $2,404 | $2,734-12.1% | $1,983+21.2% | $4,762-49.5% |
| Participant deferral / active EE | $5,562 | $4,011+38.7% | $3,239+71.7% | $5,850-4.9% |
| Admin fee / account holder | $15,829 | $8,285+91.1% | $6,101+159.5% | $11,596+36.5% |