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 | $121,151 | $118,680+2.1% | $98,907+22.5% | $158,922-23.8% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 28.53% | 372.35%-343.8pp | 196.43%-167.9pp | 302.83%-274.3pp |
| Employer contribution / active EE | $1,801 | $3,333-46.0% | $2,689-33.0% | $4,761-62.2% |
| Participant deferral / active EE | $4,712 | $5,088-7.4% | $4,244+11.0% | $5,982-21.2% |
| Admin fee / account holder | $1,285 | $10,131-87.3% | $6,642-80.6% | $11,246-88.6% |