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 | $128,614 | $118,849+8.2% | $96,562+33.2% | $167,490-23.2% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 12.46% | 50.49%-38.0pp | 37.78%-25.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,545 | $3,120-50.5% | $2,356-34.4% | $4,837-68.1% |
| Participant deferral / active EE | $4,556 | $4,616-1.3% | $3,849+18.4% | $6,341-28.1% |
| Admin fee / account holder | $1,303 | $8,065-83.8% | $6,181-78.9% | $12,309-89.4% |