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 | $125,006 | $115,770+8.0% | $101,248+23.5% | $158,922-21.3% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 13.46% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $8,278 | $4,175+98.3% | $3,660+126.2% | $4,761+73.9% |
| Participant deferral / active EE | $1,844 | $4,957-62.8% | $4,370-57.8% | $5,982-69.2% |
| Admin fee / account holder | $766 | $7,245-89.4% | $5,945-87.1% | $11,246-93.2% |