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 | $126,668 | $115,770+9.4% | $101,248+25.1% | $158,922-20.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 14.84% | 56.14%-41.3pp | 46.47%-31.6pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,343 | $4,175-67.8% | $3,660-63.3% | $4,761-71.8% |
| Participant deferral / active EE | $9,819 | $4,957+98.1% | $4,370+124.7% | $5,982+64.1% |
| Admin fee / account holder | $7,038 | $7,245-2.9% | $5,945+18.4% | $11,246-37.4% |