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 | $131,285 | $115,770+13.4% | $101,248+29.7% | $158,922-17.4% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 12.33% | 56.14%-43.8pp | 46.47%-34.1pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,541 | $4,175-39.1% | $3,660-30.6% | $4,761-46.6% |
| Participant deferral / active EE | $5,803 | $4,957+17.1% | $4,370+32.8% | $5,982-3.0% |
| Admin fee / account holder | $1,726 | $7,245-76.2% | $5,945-71.0% | $11,246-84.7% |