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 | $116,209 | $107,334+8.3% | $92,893+25.1% | $152,861-24.0% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 18.79% | 145.58%-126.8pp | 109.41%-90.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,268 | $4,221-46.3% | $3,653-37.9% | $4,762-52.4% |
| Participant deferral / active EE | $4,575 | $4,845-5.6% | $4,236+8.0% | $5,850-21.8% |
| Admin fee / account holder | $9,210 | $7,079+30.1% | $5,794+59.0% | $11,596-20.6% |