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 | $124,130 | $106,515+16.5% | $96,683+28.4% | $139,434-11.0% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 15.86% | 38.43%-22.6pp | 35.69%-19.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,489 | $4,103-39.3% | $3,737-33.4% | $4,751-47.6% |
| Participant deferral / active EE | $8,672 | $5,454+59.0% | $4,878+77.8% | $6,710+29.2% |
| Admin fee / account holder | $1,172 | $7,877-85.1% | $6,730-82.6% | $11,403-89.7% |