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 | $118,831 | $107,334+10.7% | $92,893+27.9% | $152,861-22.3% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.4%-0.1pp |
| Annual return | 24.81% | 145.58%-120.8pp | 109.41%-84.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,056 | $4,221-51.3% | $3,653-43.7% | $4,762-56.8% |
| Participant deferral / active EE | $4,084 | $4,845-15.7% | $4,236-3.6% | $5,850-30.2% |
| Admin fee / account holder | $1,063 | $7,079-85.0% | $5,794-81.6% | $11,596-90.8% |