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 | $122,092 | $101,069+20.8% | $81,478+49.8% | $147,584-17.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 16.11% | 32.40%-16.3pp | 38.78%-22.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $18,750 | $3,205+485.0% | $2,568+630.2% | $4,876+284.5% |
| Participant deferral / active EE | $4,975 | $4,242+17.3% | $3,537+40.7% | $5,439-8.5% |
| Admin fee / account holder | $7,340 | $5,812+26.3% | $4,561+60.9% | $10,885-32.6% |