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 | $129,942 | $77,634+67.4% | $156,549-17.0% | $62,891+106.6% |
| Participation rate | 92.6% | 71.2%+21.4pp | 84.0%+8.6pp | 69.3%+23.3pp |
| Annual return | 10.17% | 50.32%-40.1pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $4,602 | $3,444+33.6% | $5,501-16.4% | $2,281+101.8% |
| Participant deferral / active EE | $3,053 | $3,045+0.2% | $4,871-37.3% | $3,203-4.7% |
| Admin fee / account holder | $1,748 | $5,561-68.6% | $13,027-86.6% | $4,296-59.3% |