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 | $235,909 | $152,587+54.6% | $125,175+88.5% | $152,861+54.3% |
| Participation rate | 76.9% | 83.3%-6.4pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 25.39% | 54.84%-29.4pp | 43.79%-18.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,391 | $4,946-31.4% | $3,865-12.3% | $4,762-28.8% |
| Participant deferral / active EE | $10,591 | $5,868+80.5% | $4,937+114.5% | $5,850+81.0% |
| Admin fee / account holder | $798 | $13,434-94.1% | $9,702-91.8% | $11,596-93.1% |