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 | $121,157 | $74,888+61.8% | $71,209+70.1% | $142,382-14.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 47.26% | 345.14%-297.9pp | 282.51%-235.2pp | 217.08%-169.8pp |
| Employer contribution / active EE | $1,856 | $2,854-35.0% | $2,721-31.8% | $4,299-56.8% |
| Participant deferral / active EE | $4,733 | $4,454+6.2% | $4,175+13.3% | $6,507-27.3% |
| Admin fee / account holder | $574 | $5,568-89.7% | $5,349-89.3% | $12,624-95.5% |