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 | $106,621 | $91,552+16.5% | $133,956-20.4% | $79,858+33.5% |
| Participation rate | 87.9% | 73.3%+14.6pp | 79.8%+8.1pp | 69.6%+18.3pp |
| Annual return | 12.39% | 61.85%-49.5pp | 45.09%-32.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,515 | $2,384+5.5% | $3,919-35.8% | $2,471+1.8% |
| Participant deferral / active EE | $4,062 | $3,733+8.8% | $5,048-19.5% | $3,740+8.6% |
| Admin fee / account holder | $8,183 | $6,321+29.5% | $8,927-8.3% | $5,306+54.2% |