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 | $119,945 | $105,859+13.3% | $90,160+33.0% | $147,584-18.7% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 12.84% | 37.63%-24.8pp | 34.88%-22.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,788 | $4,126-56.7% | $3,318-46.1% | $4,876-63.3% |
| Participant deferral / active EE | $4,621 | $5,733-19.4% | $5,288-12.6% | $5,439-15.0% |
| Admin fee / account holder | $1,521 | $8,046-81.1% | $5,943-74.4% | $10,885-86.0% |