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 | $100,773+17.1% | $88,946+32.6% | $142,382-17.1% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 16.66% | 70.18%-53.5pp | 57.82%-41.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,438 | $2,918-16.4% | $2,555-4.6% | $4,299-43.3% |
| Participant deferral / active EE | $5,320 | $5,230+1.7% | $4,581+16.1% | $6,507-18.2% |
| Admin fee / account holder | $956 | $9,693-90.1% | $8,261-88.4% | $12,624-92.4% |