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 | $141,586 | $80,968+74.9% | $96,544+46.7% | $75,163+88.4% |
| Participation rate | 71.4% | 71.8%-0.3pp | 76.0%-4.5pp | 67.2%+4.2pp |
| Annual return | 15.13% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,953 | $2,282-14.4% | $2,965-34.1% | $2,670-26.9% |
| Participant deferral / active EE | $7,223 | $3,928+83.9% | $4,851+48.9% | $4,125+75.1% |
| Admin fee / account holder | $64,711 | $6,724+862.3% | $8,252+684.2% | $5,651+1045.1% |