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 | $143,422 | $99,652+43.9% | $78,778+82.1% | $147,584-2.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 21.31% | 47.28%-26.0pp | 35.62%-14.3pp | 578.55%-557.2pp |
| Employer contribution / active EE | $3,942 | $2,796+41.0% | $1,986+98.5% | $4,876-19.2% |
| Participant deferral / active EE | $7,774 | $3,664+112.2% | $2,958+162.8% | $5,439+42.9% |
| Admin fee / account holder | $1,065 | $7,155-85.1% | $5,134-79.2% | $10,885-90.2% |