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 | $143,769 | $107,334+33.9% | $92,893+54.8% | $152,861-5.9% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 76.52% | 145.58%-69.1pp | 109.41%-32.9pp | 345.32%-268.8pp |
| Employer contribution / active EE | $2,339 | $4,221-44.6% | $3,653-36.0% | $4,762-50.9% |
| Participant deferral / active EE | $5,729 | $4,845+18.3% | $4,236+35.2% | $5,850-2.1% |
| Admin fee / account holder | $4,559 | $7,079-35.6% | $5,794-21.3% | $11,596-60.7% |