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 | $128,885 | $112,096+15.0% | $95,952+34.3% | $158,922-18.9% |
| Participation rate | 88.2% | 79.0%+9.3pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 10.95% | 171.09%-160.1pp | 91.61%-80.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,941 | $3,198-39.3% | $2,541-23.6% | $4,761-59.2% |
| Participant deferral / active EE | $5,818 | $4,784+21.6% | $4,167+39.6% | $5,982-2.7% |
| Admin fee / account holder | $502 | $10,130-95.0% | $6,795-92.6% | $11,246-95.5% |