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 | $129,188 | $108,912+18.6% | $100,383+28.7% | $145,959-11.5% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 11.63% | 57.96%-46.3pp | 49.26%-37.6pp | 561.95%-550.3pp |
| Employer contribution / active EE | $3,447 | $4,423-22.1% | $3,944-12.6% | $4,661-26.0% |
| Participant deferral / active EE | $10,474 | $8,451+23.9% | $8,086+29.5% | $6,689+56.6% |
| Admin fee / account holder | $9,032 | $9,690-6.8% | $7,900+14.3% | $13,398-32.6% |