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 | $112,974 | $100,773+12.1% | $88,946+27.0% | $142,382-20.7% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 11.84% | 70.18%-58.3pp | 57.82%-46.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $4,249 | $2,918+45.6% | $2,555+66.3% | $4,299-1.2% |
| Participant deferral / active EE | $5,515 | $5,230+5.4% | $4,581+20.4% | $6,507-15.2% |
| Admin fee / account holder | $22,071 | $9,693+127.7% | $8,261+167.2% | $12,624+74.8% |