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 | $117,608 | $123,909-5.1% | $69,647+68.9% | $145,922-19.4% |
| Participation rate | 71.4% | 69.2%+2.2pp | 66.5%+5.0pp | 80.3%-8.8pp |
| Annual return | 14.09% | 190.55%-176.5pp | 100.48%-86.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,843 | $2,682+6.0% | $1,712+66.0% | $4,660-39.0% |
| Participant deferral / active EE | $12,180 | $4,236+187.6% | $2,886+322.1% | $6,688+82.1% |
| Admin fee / account holder | $8,686 | $7,863+10.5% | $4,713+84.3% | $13,397-35.2% |