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 | $127,929 | $87,733+45.8% | $106,548+20.1% | $85,850+49.0% |
| Participation rate | 80.0% | 71.9%+8.1pp | 76.1%+3.9pp | 69.3%+10.7pp |
| Annual return | 15.36% | 21.86%-6.5pp | 26.80%-11.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $858 | $2,073-58.6% | $2,819-69.6% | $2,565-66.6% |
| Participant deferral / active EE | $3,890 | $3,469+12.1% | $4,398-11.5% | $3,952-1.6% |
| Admin fee / account holder | $45,100 | $6,767+566.4% | $7,407+508.9% | $6,260+620.5% |