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 | $117,971 | $97,125+21.5% | $86,233+36.8% | $137,256-14.1% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 16.66% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,438 | $2,841-14.2% | $2,504-2.6% | $4,156-41.3% |
| Participant deferral / active EE | $5,320 | $5,180+2.7% | $4,559+16.7% | $6,407-17.0% |
| Admin fee / account holder | $956 | $9,725-90.2% | $8,342-88.5% | $12,270-92.2% |