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 | $111,206 | $99,877+11.3% | $84,966+30.9% | $145,922-23.8% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 23.56% | 83.76%-60.2pp | 66.38%-42.8pp | 561.29%-537.7pp |
| Employer contribution / active EE | $1,750 | $3,231-45.8% | $2,727-35.8% | $4,660-62.4% |
| Participant deferral / active EE | $5,676 | $5,291+7.3% | $4,519+25.6% | $6,688-15.1% |
| Admin fee / account holder | $3,909 | $7,248-46.1% | $6,149-36.4% | $13,397-70.8% |