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 | $56,095 | $209,411-73.2% | $178,490-68.6% | $158,922-64.7% |
| Participation rate | 86.7% | 86.3%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 17.78% | 188.75%-171.0pp | 151.07%-133.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,562 | $5,706-55.1% | $5,011-48.9% | $4,761-46.2% |
| Participant deferral / active EE | $5,649 | $5,954-5.1% | $5,202+8.6% | $5,982-5.6% |
| Admin fee / account holder | $2,043 | $17,074-88.0% | $13,984-85.4% | $11,246-81.8% |