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 | $125,404 | $114,381+9.6% | $107,525+16.6% | $142,382-11.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 15.73% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,352 | $4,015-66.3% | $3,754-64.0% | $4,299-68.6% |
| Participant deferral / active EE | $8,243 | $5,564+48.1% | $5,116+61.1% | $6,507+26.7% |
| Admin fee / account holder | $628 | $9,860-93.6% | $8,919-93.0% | $12,624-95.0% |