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 | $141,819 | $102,604+38.2% | $86,188+64.5% | $139,434+1.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 9.12% | 1922.51%-1913.4pp | 1168.45%-1159.3pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,472 | $3,032-51.5% | $2,380-38.2% | $4,751-69.0% |
| Participant deferral / active EE | $4,219 | $4,676-9.8% | $3,985+5.9% | $6,710-37.1% |
| Admin fee / account holder | $972 | $8,657-88.8% | $6,852-85.8% | $11,403-91.5% |