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 | $119,972 | $99,079+21.1% | $77,999+53.8% | $273,961-56.2% |
| Participation rate | 78.9% | 78.6%+0.4pp | 75.5%+3.4pp | 83.0%-4.1pp |
| Annual return | 4.49% | 217.93%-213.4pp | 425.96%-421.5pp | 41.45%-37.0pp |
| Employer contribution / active EE | $4,214 | $3,308+27.4% | $2,470+70.6% | $4,869-13.5% |
| Participant deferral / active EE | $5,878 | $4,306+36.5% | $3,497+68.1% | $5,287+11.2% |
| Admin fee / account holder | $3,112 | $8,954-65.2% | $5,480-43.2% | $10,132-69.3% |