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 | $132,126 | $115,770+14.1% | $101,248+30.5% | $158,922-16.9% |
| Participation rate | 76.5% | 79.4%-2.9pp | 75.8%+0.7pp | 82.0%-5.5pp |
| Annual return | 16.05% | 56.14%-40.1pp | 46.47%-30.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,056 | $4,175-50.7% | $3,660-43.8% | $4,761-56.8% |
| Participant deferral / active EE | $5,589 | $4,957+12.7% | $4,370+27.9% | $5,982-6.6% |
| Admin fee / account holder | $517 | $7,245-92.9% | $5,945-91.3% | $11,246-95.4% |