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 | $118,824 | $99,020+20.0% | $86,590+37.2% | $147,584-19.5% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 19.97% | 1312.34%-1292.4pp | 964.84%-944.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $538 | $3,132-82.8% | $2,839-81.0% | $4,876-89.0% |
| Participant deferral / active EE | $5,941 | $3,972+49.6% | $3,609+64.6% | $5,439+9.2% |
| Admin fee / account holder | $5,439 | $5,710-4.8% | $4,906+10.9% | $10,885-50.0% |