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 | $102,253 | $81,208+25.9% | $98,907+3.4% | $79,858+28.0% |
| Participation rate | 90.9% | 72.5%+18.4pp | 76.0%+14.9pp | 69.6%+21.3pp |
| Annual return | 23.60% | 60.99%-37.4pp | 196.43%-172.8pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,816 | $1,960-7.3% | $2,689-32.5% | $2,471-26.5% |
| Participant deferral / active EE | $5,363 | $3,265+64.3% | $4,244+26.4% | $3,740+43.4% |
| Admin fee / account holder | $1,464 | $6,013-75.7% | $6,642-78.0% | $5,306-72.4% |