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 | $121,412 | $112,096+8.3% | $95,952+26.5% | $158,922-23.6% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 63.66% | 171.09%-107.4pp | 91.61%-28.0pp | 302.83%-239.2pp |
| Employer contribution / active EE | $2,286 | $3,198-28.5% | $2,541-10.0% | $4,761-52.0% |
| Participant deferral / active EE | $8,516 | $4,784+78.0% | $4,167+104.4% | $5,982+42.4% |
| Admin fee / account holder | $8,314 | $10,130-17.9% | $6,795+22.3% | $11,246-26.1% |