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 | $128,276 | $115,770+10.8% | $101,248+26.7% | $158,922-19.3% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 13.69% | 56.14%-42.5pp | 46.47%-32.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,385 | $4,175-42.9% | $3,660-34.8% | $4,761-49.9% |
| Participant deferral / active EE | $5,105 | $4,957+3.0% | $4,370+16.8% | $5,982-14.7% |
| Admin fee / account holder | $549 | $7,245-92.4% | $5,945-90.8% | $11,246-95.1% |