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 | $131,546 | $121,625+8.2% | $104,607+25.8% | $158,922-17.2% |
| Participation rate | 95.2% | 77.5%+17.7pp | 74.1%+21.2pp | 82.0%+13.3pp |
| Annual return | 15.87% | 465.26%-449.4pp | 340.46%-324.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $4,408 | $3,163+39.4% | $2,681+64.5% | $4,761-7.4% |
| Participant deferral / active EE | $3,667 | $4,177-12.2% | $3,740-1.9% | $5,982-38.7% |
| Admin fee / account holder | $4,596 | $7,787-41.0% | $6,473-29.0% | $11,246-59.1% |