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 | $124,040 | $105,998+17.0% | $92,233+34.5% | $147,584-16.0% |
| Participation rate | 73.9% | 80.4%-6.5pp | 76.5%-2.6pp | 82.8%-8.9pp |
| Annual return | 19.58% | 50.05%-30.5pp | 176.28%-156.7pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,753 | $4,333-13.4% | $3,679+2.0% | $4,876-23.0% |
| Participant deferral / active EE | $8,655 | $4,478+93.3% | $3,897+122.1% | $5,439+59.1% |
| Admin fee / account holder | $4,807 | $6,332-24.1% | $5,194-7.4% | $10,885-55.8% |