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 | $118,305 | $109,327+8.2% | $89,391+32.3% | $158,922-25.6% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 24.29% | 345.68%-321.4pp | 245.62%-221.3pp | 302.83%-278.5pp |
| Employer contribution / active EE | $1,902 | $3,170-40.0% | $2,586-26.4% | $4,761-60.1% |
| Participant deferral / active EE | $4,774 | $4,598+3.8% | $3,890+22.7% | $5,982-20.2% |
| Admin fee / account holder | $2,618 | $6,153-57.4% | $4,881-46.4% | $11,246-76.7% |