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 | $128,064 | $106,890+19.8% | $84,015+52.4% | $152,861-16.2% |
| Participation rate | 81.3% | 75.2%+6.0pp | 69.0%+12.2pp | 82.4%-1.2pp |
| Annual return | 25.05% | 104.99%-79.9pp | 71.31%-46.3pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,715 | $2,734-37.3% | $1,983-13.5% | $4,762-64.0% |
| Participant deferral / active EE | $4,567 | $4,011+13.9% | $3,239+41.0% | $5,850-21.9% |
| Admin fee / account holder | $1,216 | $8,285-85.3% | $6,101-80.1% | $11,596-89.5% |