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 | $119,222 | $102,616+16.2% | $81,983+45.4% | $158,922-25.0% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.2%+16.5pp | 82.0%+3.8pp |
| Annual return | 18.03% | 61.04%-43.0pp | 41.31%-23.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,811 | $3,240-44.1% | $2,498-27.5% | $4,761-62.0% |
| Participant deferral / active EE | $4,829 | $4,648+3.9% | $3,722+29.7% | $5,982-19.3% |
| Admin fee / account holder | $5,498 | $8,235-33.2% | $5,664-2.9% | $11,246-51.1% |