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 | $135,094 | $112,096+20.5% | $95,952+40.8% | $158,922-15.0% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 10.08% | 171.09%-161.0pp | 91.61%-81.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,947 | $3,198-7.9% | $2,541+16.0% | $4,761-38.1% |
| Participant deferral / active EE | $3,076 | $4,784-35.7% | $4,167-26.2% | $5,982-48.6% |
| Admin fee / account holder | $32,443 | $10,130+220.3% | $6,795+377.4% | $11,246+188.5% |