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 | $98,275 | $197,591-50.3% | $177,821-44.7% | $158,922-38.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 21.79% | 58.76%-37.0pp | 48.32%-26.5pp | 302.83%-281.0pp |
| Employer contribution / active EE | $5,402 | $6,697-19.3% | $5,918-8.7% | $4,761+13.5% |
| Participant deferral / active EE | $10,006 | $8,405+19.1% | $7,714+29.7% | $5,982+67.3% |
| Admin fee / account holder | $2,324 | $15,399-84.9% | $12,427-81.3% | $11,246-79.3% |