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 | $131,833 | $115,770+13.9% | $101,248+30.2% | $158,922-17.0% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 9.67% | 56.14%-46.5pp | 46.47%-36.8pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,287 | $4,175-69.2% | $3,660-64.8% | $4,761-73.0% |
| Participant deferral / active EE | $3,580 | $4,957-27.8% | $4,370-18.1% | $5,982-40.2% |
| Admin fee / account holder | $979 | $7,245-86.5% | $5,945-83.5% | $11,246-91.3% |