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 | $124,824 | $96,635+29.2% | $86,612+44.1% | $139,434-10.5% |
| Participation rate | 87.0% | 74.4%+12.6pp | 71.7%+15.3pp | 80.3%+6.6pp |
| Annual return | 21.42% | 106.41%-85.0pp | 591.07%-569.6pp | 372.94%-351.5pp |
| Employer contribution / active EE | $3,857 | $3,263+18.2% | $3,022+27.6% | $4,751-18.8% |
| Participant deferral / active EE | $6,454 | $4,836+33.5% | $4,438+45.4% | $6,710-3.8% |
| Admin fee / account holder | $481 | $6,408-92.5% | $5,614-91.4% | $11,403-95.8% |