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 | $101,342 | $74,888+35.3% | $71,209+42.3% | $142,382-28.8% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 16.18% | 345.14%-329.0pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,542 | $2,854-46.0% | $2,721-43.3% | $4,299-64.1% |
| Participant deferral / active EE | $2,932 | $4,454-34.2% | $4,175-29.8% | $6,507-54.9% |
| Admin fee / account holder | $384 | $5,568-93.1% | $5,349-92.8% | $12,624-97.0% |