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 | $128,250 | $115,770+10.8% | $101,248+26.7% | $158,922-19.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 12.51% | 56.14%-43.6pp | 46.47%-34.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,704 | $4,175-35.2% | $3,660-26.1% | $4,761-43.2% |
| Participant deferral / active EE | $7,875 | $4,957+58.8% | $4,370+80.2% | $5,982+31.6% |
| Admin fee / account holder | $38,405 | $7,245+430.1% | $5,945+546.0% | $11,246+241.5% |