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 | $114,842 | $102,604+11.9% | $86,188+33.2% | $139,434-17.6% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.0%+26.0pp | 80.3%+14.7pp |
| Annual return | 12.72% | 1922.51%-1909.8pp | 1168.45%-1155.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,660 | $3,032-12.3% | $2,380+11.8% | $4,751-44.0% |
| Participant deferral / active EE | $2,227 | $4,676-52.4% | $3,985-44.1% | $6,710-66.8% |
| Admin fee / account holder | $9,439 | $8,657+9.0% | $6,852+37.8% | $11,403-17.2% |