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 | $112,499 | $100,901+11.5% | $75,670+48.7% | $147,584-23.8% |
| Participation rate | 85.7% | 77.1%+8.6pp | 72.3%+13.4pp | 82.8%+2.9pp |
| Annual return | 12.17% | 35.78%-23.6pp | 27.34%-15.2pp | 578.55%-566.4pp |
| Employer contribution / active EE | $3,130 | $3,253-3.8% | $2,352+33.1% | $4,876-35.8% |
| Participant deferral / active EE | $5,126 | $4,027+27.3% | $3,142+63.1% | $5,439-5.7% |
| Admin fee / account holder | $1,972 | $11,285-82.5% | $5,800-66.0% | $10,885-81.9% |