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 | $54,028 | $159,602-66.1% | $150,045-64.0% | $142,382-62.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.85% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,449 | $4,961-50.6% | $4,693-47.8% | $4,299-43.0% |
| Participant deferral / active EE | $5,859 | $8,310-29.5% | $7,997-26.7% | $6,507-10.0% |
| Admin fee / account holder | $693 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |