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 | $104,669 | $95,971+9.1% | $74,550+40.4% | $135,375-22.7% |
| Participation rate | 90.5% | 75.7%+14.8pp | 69.1%+21.3pp | 82.6%+7.8pp |
| Annual return | 5.94% | 56.96%-51.0pp | 32.53%-26.6pp | 519.73%-513.8pp |
| Employer contribution / active EE | $2,752 | $2,716+1.3% | $1,961+40.3% | $4,779-42.4% |
| Participant deferral / active EE | $3,398 | $3,843-11.6% | $3,108+9.3% | $5,609-39.4% |
| Admin fee / account holder | $3,858 | $6,522-40.8% | $5,060-23.7% | $10,827-64.4% |