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 | $132,053 | $99,877+32.2% | $84,966+55.4% | $145,922-9.5% |
| Participation rate | 76.5% | 74.1%+2.4pp | 67.5%+9.0pp | 80.3%-3.8pp |
| Annual return | 14.52% | 83.76%-69.2pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,716 | $3,231+15.0% | $2,727+36.3% | $4,660-20.3% |
| Participant deferral / active EE | $10,051 | $5,291+90.0% | $4,519+122.4% | $6,688+50.3% |
| Admin fee / account holder | $17,135 | $7,248+136.4% | $6,149+178.7% | $13,397+27.9% |