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 | $122,043 | $115,770+5.4% | $101,248+20.5% | $158,922-23.2% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 9.92% | 56.14%-46.2pp | 46.47%-36.5pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,383 | $4,175-66.9% | $3,660-62.2% | $4,761-70.9% |
| Participant deferral / active EE | $1,953 | $4,957-60.6% | $4,370-55.3% | $5,982-67.4% |
| Admin fee / account holder | $891 | $7,245-87.7% | $5,945-85.0% | $11,246-92.1% |