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 | $115,841 | $112,096+3.3% | $95,952+20.7% | $158,922-27.1% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 12.33% | 171.09%-158.8pp | 91.61%-79.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,236 | $3,198-30.1% | $2,541-12.0% | $4,761-53.0% |
| Participant deferral / active EE | $5,837 | $4,784+22.0% | $4,167+40.1% | $5,982-2.4% |
| Admin fee / account holder | $466 | $10,130-95.4% | $6,795-93.1% | $11,246-95.9% |