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 | $125,055 | $102,616+21.9% | $81,983+52.5% | $158,922-21.3% |
| Participation rate | 94.1% | 75.5%+18.6pp | 69.2%+24.9pp | 82.0%+12.2pp |
| Annual return | 12.64% | 61.04%-48.4pp | 41.31%-28.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $8,239 | $3,240+154.3% | $2,498+229.8% | $4,761+73.0% |
| Participant deferral / active EE | $2,118 | $4,648-54.4% | $3,722-43.1% | $5,982-64.6% |
| Admin fee / account holder | $11,323 | $8,235+37.5% | $5,664+99.9% | $11,246+0.7% |