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 | $133,564 | $100,773+32.5% | $88,946+50.2% | $142,382-6.2% |
| Participation rate | 76.9% | 74.3%+2.6pp | 68.8%+8.1pp | 80.1%-3.2pp |
| Annual return | 18.91% | 70.18%-51.3pp | 57.82%-38.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,415 | $2,918-17.2% | $2,555-5.5% | $4,299-43.8% |
| Participant deferral / active EE | $7,273 | $5,230+39.1% | $4,581+58.8% | $6,507+11.8% |
| Admin fee / account holder | $733 | $9,693-92.4% | $8,261-91.1% | $12,624-94.2% |