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 | $140,020 | $111,535+25.5% | $105,223+33.1% | $137,256+2.0% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 15.46% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,706 | $3,939-56.7% | $3,689-53.7% | $4,156-58.9% |
| Participant deferral / active EE | $6,460 | $5,500+17.5% | $5,072+27.4% | $6,407+0.8% |
| Admin fee / account holder | $330 | $9,721-96.6% | $8,859-96.3% | $12,270-97.3% |