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 | $119,244 | $104,251+14.4% | $91,001+31.0% | $147,584-19.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.30% | 27.06%-7.8pp | 4.60%+14.7pp | 578.55%-559.2pp |
| Employer contribution / active EE | $4,738 | $3,116+52.1% | $2,456+92.9% | $4,876-2.8% |
| Participant deferral / active EE | $7,517 | $4,195+79.2% | $3,547+111.9% | $5,439+38.2% |
| Admin fee / account holder | $322 | $8,948-96.4% | $5,417-94.1% | $10,885-97.0% |