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 | $129,651 | $111,724+16.0% | $93,606+38.5% | $145,922-11.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 17.10% | 202.98%-185.9pp | 133.20%-116.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,161 | $3,090+2.3% | $2,420+30.6% | $4,660-32.2% |
| Participant deferral / active EE | $7,270 | $4,912+48.0% | $4,411+64.8% | $6,688+8.7% |
| Admin fee / account holder | $2,402 | $10,250-76.6% | $8,285-71.0% | $13,397-82.1% |