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 | $146,137 | $107,334+36.2% | $92,893+57.3% | $152,861-4.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 16.72% | 145.58%-128.9pp | 109.41%-92.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,069 | $4,221-51.0% | $3,653-43.4% | $4,762-56.6% |
| Participant deferral / active EE | $4,899 | $4,845+1.1% | $4,236+15.7% | $5,850-16.3% |
| Admin fee / account holder | $1,682 | $7,079-76.2% | $5,794-71.0% | $11,596-85.5% |