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 | $115,520 | $81,632+41.5% | $70,449+64.0% | $158,922-27.3% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.1%+2.7pp | 82.0%-4.2pp |
| Annual return | 13.17% | 208.40%-195.2pp | 109.03%-95.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $6,209 | $3,217+93.0% | $2,737+126.9% | $4,761+30.4% |
| Participant deferral / active EE | $7,372 | $4,554+61.9% | $3,709+98.8% | $5,982+23.2% |
| Admin fee / account holder | $2,664 | $6,193-57.0% | $3,845-30.7% | $11,246-76.3% |