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 | $104,492 | $99,079+5.5% | $77,999+34.0% | $273,961-61.9% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.5%-2.8pp | 83.0%-10.3pp |
| Annual return | 6.42% | 217.93%-211.5pp | 425.96%-419.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,249 | $3,308-32.0% | $2,470-8.9% | $4,869-53.8% |
| Participant deferral / active EE | $4,575 | $4,306+6.2% | $3,497+30.8% | $5,287-13.5% |
| Admin fee / account holder | $8,562 | $8,954-4.4% | $5,480+56.2% | $10,132-15.5% |