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 | $118,212 | $111,724+5.8% | $93,606+26.3% | $145,922-19.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 17.26% | 202.98%-185.7pp | 133.20%-115.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,860 | $3,090-39.8% | $2,420-23.1% | $4,660-60.1% |
| Participant deferral / active EE | $2,539 | $4,912-48.3% | $4,411-42.4% | $6,688-62.0% |
| Admin fee / account holder | $372 | $10,250-96.4% | $8,285-95.5% | $13,397-97.2% |