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 | $112,651 | $115,770-2.7% | $101,248+11.3% | $158,922-29.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 13.71% | 56.14%-42.4pp | 46.47%-32.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,060 | $4,175-50.7% | $3,660-43.7% | $4,761-56.7% |
| Participant deferral / active EE | $5,584 | $4,957+12.7% | $4,370+27.8% | $5,982-6.6% |
| Admin fee / account holder | $3,769 | $7,245-48.0% | $5,945-36.6% | $11,246-66.5% |