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 | $127,172 | $105,998+20.0% | $92,233+37.9% | $147,584-13.8% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 15.79% | 50.05%-34.3pp | 176.28%-160.5pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,711 | $4,333-37.4% | $3,679-26.3% | $4,876-44.4% |
| Participant deferral / active EE | $6,861 | $4,478+53.2% | $3,897+76.1% | $5,439+26.2% |
| Admin fee / account holder | $8,909 | $6,332+40.7% | $5,194+71.5% | $10,885-18.2% |