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 | $232,591 | $148,534+56.6% | $135,903+71.1% | $139,434+66.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.90% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,284 | $5,243-18.3% | $4,856-11.8% | $4,751-9.8% |
| Participant deferral / active EE | $11,232 | $8,100+38.7% | $7,758+44.8% | $6,710+67.4% |
| Admin fee / account holder | $599 | $12,400-95.2% | $10,762-94.4% | $11,403-94.7% |