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 | $122,449 | $98,240+24.6% | $82,313+48.8% | $147,584-17.0% |
| Participation rate | 82.6% | 79.7%+2.9pp | 76.9%+5.7pp | 82.8%-0.2pp |
| Annual return | 18.96% | 30.85%-11.9pp | 25.88%-6.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,526 | $3,192-20.9% | $2,428+4.0% | $4,876-48.2% |
| Participant deferral / active EE | $6,667 | $4,383+52.1% | $3,706+79.9% | $5,439+22.6% |
| Admin fee / account holder | $10,609 | $8,563+23.9% | $5,608+89.2% | $10,885-2.5% |