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 | $144,936 | $107,934+34.3% | $91,989+57.6% | $152,861-5.2% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 19.23% | 89.24%-70.0pp | 69.02%-49.8pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,587 | $4,210-38.5% | $3,452-25.0% | $4,762-45.7% |
| Participant deferral / active EE | $7,351 | $6,364+15.5% | $5,923+24.1% | $5,850+25.7% |
| Admin fee / account holder | $2,484 | $10,520-76.4% | $7,743-67.9% | $11,596-78.6% |