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 | $139,925 | $108,919+28.5% | $100,391+39.4% | $145,922-4.1% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 12.33% | 57.88%-45.6pp | 49.20%-36.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,647 | $4,419+5.2% | $3,942+17.9% | $4,660-0.3% |
| Participant deferral / active EE | $5,312 | $8,445-37.1% | $8,082-34.3% | $6,688-20.6% |
| Admin fee / account holder | $1,033 | $9,689-89.3% | $7,899-86.9% | $13,397-92.3% |