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 | $140,624 | $115,770+21.5% | $101,248+38.9% | $158,922-11.5% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 14.54% | 56.14%-41.6pp | 46.47%-31.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $7,204 | $4,175+72.6% | $3,660+96.9% | $4,761+51.3% |
| Participant deferral / active EE | $6,264 | $4,957+26.4% | $4,370+43.3% | $5,982+4.7% |
| Admin fee / account holder | $910 | $7,245-87.4% | $5,945-84.7% | $11,246-91.9% |