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 | $96,998 | $107,334-9.6% | $92,893+4.4% | $152,861-36.5% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 24.38% | 145.58%-121.2pp | 109.41%-85.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,343 | $4,221-44.5% | $3,653-35.9% | $4,762-50.8% |
| Participant deferral / active EE | $6,002 | $4,845+23.9% | $4,236+41.7% | $5,850+2.6% |
| Admin fee / account holder | $733 | $7,079-89.6% | $5,794-87.3% | $11,596-93.7% |